Assigning multiple contacts to a lead

Elisa_73796
Elisa_73796 Member Posts: 4
edited July 2023 in Sales CRM #1

Hi there, I have many cases of working with multiple contacts within the same organisation on a single lead. At the moment I can't see a way to assign them all to one lead - when I import the people, despite the Lead Title being the same for all 4, it creates 4 separate leads in the system. What would be the best way to approach this? Many thanks, Elisa

 

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  • Andre Vill
    Andre Vill Member Posts: 131
    First Anniversary Name Dropper First Comment 5 Likes
    edited April 2022 #2

    Hi Elisa!

    As I am aware, there currently really isn't a better solution for this in Leads. You could add Data fields into the system with the "Person" field, but it will clutter up the Lead/Deal view. In Deals, you can add them to the participants.

    image
  • Elisa_73796
    Elisa_73796 Member Posts: 4
    edited April 2022 #3
    Andre Vill said:

    Hi Elisa!

    As I am aware, there currently really isn't a better solution for this in Leads. You could add Data fields into the system with the "Person" field, but it will clutter up the Lead/Deal view. In Deals, you can add them to the participants.

    image

    Thanks very much Andre - hopefully it'll be something developed in the not-too-distant future. for now i'll use the participants. Thanks again!

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