What is the use case for multiple leads on the same contact?

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Akhil_Supermeet.ai
Akhil_Supermeet.ai Member Posts: 67
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edited July 2023 in Sales CRM #1

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?

 

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,532
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    edited May 2022 #2
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    Don't use Leads at all. Especially if you already have a person record for the person. :)

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 843
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    edited May 2022 #3
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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. 

  • Akhil_Supermeet.ai
    Akhil_Supermeet.ai Member Posts: 67
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    edited May 2022 #4
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    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?

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 843
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    edited May 2022 #5
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    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. 

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,532
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    edited May 2022 #6
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    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.