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