Dear Community,
I am trying to link 1 contact to 2 organizations. Unfortunately, I cannot...
is it normal ? Or should I duplicate the contact ?
Thank you all.
Best,
Contact ManagementHit "Follow" to always stay posted. ↗️
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Web formsDuplicatesLeadsContactsWeb forms & surveysDeals Merge DuplicatesOrganizationsContact Management
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!... (More)
I was wondering if there is a way to add a contact with phone/mail but without the actual name
We're active in real estate. During prospection, in some cases you found/have the phone number or mail but not an actual name. However, when adding a contact to a deal, a name is an obligated field.
Consequently, our agents put in a preliminary X or intials as a name for now. I'm sure this will cause duplicate problems, data pollution etc.
In the settings, data fields, I have not indicated the Contactperson's name as Required: https://share.getcloudapp.com/p9uGGmnw
Any ideas how to solve... (More)
