What is the use case for multiple leads on the same contact?
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Multiple deals for contact make sense, but what is the use case for multiple leads that can be created for the same contacts?
I feel that this can make duplicate entities in my lead list if I try to add leads from webform and other ways using APIs or other tools. Has anybody faced this kind of an issue?
Comments
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Don't use Leads at all. Especially if you already have a person record for the person.
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You may be selling multiple products to the same person and want multiple leads
PS: I agree with @Amit Sarda to stay away from leads if you can, will make your process easier.
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Amit Sarda said:
Don't use Leads at all. Especially if you already have a person record for the person.
@Amit Sarda I think that's right.
Are you suggesting that webforms should make deals instead leads?0 -
Amit Sarda said:
Don't use Leads at all. Especially if you already have a person record for the person.
Yes - create a deal [in the first stage of the pipeline] instead of leads.
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Amit Sarda said:
Don't use Leads at all. Especially if you already have a person record for the person.
A 100 times yes to what Boris has proposed.
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