Mapping new leads/deals to existing organizations

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Haley Peloquin
Haley Peloquin Member Posts: 9 VERIFIED MEMBER
5 Up Votes First Comment
edited July 2023 in Sales CRM #1

Hi Community!

We want to have our web forms create a new deal, but not a new organization.

Right now, every new web form creates a new deal. (great!) BUT I don't want it to create a new organization if there is already one live! Is it possible to map this lead (create a look-up) and have them merged vs creating a new one?

 

EXAMPLE: Lead is Nike looking for more advertisement space. I want Nike to not duplicate as a new organization, but map to the existing one.

 

If there is any other way forward with this please advise!

Thanks in advance for the help!

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