Should I create a contact for every lead?

Maybe I am doing something wrong. If I input a lead, do I need to input a contact as well? Right now I am not putting in a contact and the leads functionality is useless. I need to track emails, calls, linkedin connectivity and input notes. Can I link a contact to a lead? This would solve most of my issues

0
0 votes

· Last Updated -

Comments

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited August 2020 #2

    Hi @John Shelburne !

    It's possible, but not mandatory, to link a contact (Person and/or Organization) to a Lead. 

    All you have to do is open the lead, click "+Link a Person/Organization" and as you type their name Pipedrive will suggest potential matches that already exist, as to avoid creating duplicates. Keep in mind that at this point not all the information you have about those contacts will show up in Leads, as we are still developing that part.

    Hope that helped!

    Here are some pro tips to stay on top of what's coming down the line: