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Adding multiple Contacts/People to a Lead

Seems like you can only have one person on a lead. ย Would be nice to be able to have multiple contacts, as we keep opportunities in Lead status until we have a shot at it (at which point we convert to a deal). But, up until that point, we may discover multiple organization contacts (and organizations!)

Leads and mention

It would be perfect if the mention feature were also available in the leads.

Because discuss with colleague in the context of a lead, before it's transformed into a deal help a lot

Akhil
Building scalable sales team. Switching to Pipedrive.

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?

ย 

Ian Yun
Sales & Account Manager

ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ๊ธฐ๋Šฅ ์—…๋ฐ์ดํŠธ: ํŽ˜์ด์Šค๋ถ / ์™“์ธ ์•ฑ ๋ฉ”์‹ ์ € Integration

์•ˆ๋…•ํ•˜์„ธ์š”. ๊ตญ๋‚ด ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ๊ณต์‹ ํŒŒํŠธ๋„ˆ์‚ฌ ํ•ด์‹œ์Šค๋ƒ…์ž…๋‹ˆ๋‹ค.

ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์™€ Facebook / Whatsapp์„ ์—ฐ๋™ํ•˜์—ฌ ์ƒˆ๋กœ์šด ๋ฆฌ๋“œ๋ฅผ ํ™•๋ณดํ•  ์ˆ˜ ์žˆ๋Š” Messenger ์—ฐ๋™ ๊ธฐ๋Šฅ์ด ์ถœ์‹œ๋˜์—ˆ์Šต๋‹ˆ๋‹ค.

์ด์ œ, ํŽ˜์ด์Šค๋ถ ๋น„์ฆˆ๋‹ˆ์Šค ๊ณ„์ •์„ ํ†ตํ•ด ๋“ค์–ด์˜ค๋Š” ๊ณ ๊ฐ ๋ฌธ์˜๋ฅผ ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์—์„œ ์‘๋Œ€ํ•˜๊ณ  ์ƒˆ๋กœ์šด ๋ฆฌ๋“œ๋ฅผ ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์— ๋ฐ”๋กœ ์ถ”๊ฐ€ํ•˜์‹ค ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

ํŽ˜์ด์Šค๋ถ Messenger ์—ฐ๋™ ๋ฐฉ๋ฒ•

  • ๋ฆฌ๋“œ ์ˆ˜์‹ ํ•จ > ํ†ตํ•ฉ '๋ฉ”์‹œ์ง€ ๋ณด๋‚ด๊ธฐ' ํด๋ฆญ
  • ํŽ˜์ด์Šค๋ถ ๋ฉ”์‹ ์ €์™€ ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ์•ฑ ์—ฐ๋™ ์ง„ํ–‰
  • ์˜ต์…˜ ์„ค๋ช…
    • Private : ํŽ˜์ด์Šค๋ถ ์—ฐ๋™์„ ์„ค์น˜ํ•œ ์‚ฌ์šฉ์ž๋งŒ ๋ฉ”์‹ ์ € ์‘๋‹ต์ด ๊ฐ€๋Šฅํ•˜๊ณ , ๋ฆฌ๋“œ ๋ฐ ๊ฑฐ๋ž˜๋ฅผ ์ƒ์„ฑํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
    • Shared : ํšŒ์‚ฌ ๊ณ„์ •์˜ ๋ชจ๋“  ์‚ฌ์šฉ์ž๊ฐ€ ํŽ˜์ด์Šค๋ถ ๋ฉ”์‹ ์ € ์‘๋‹ต ๋ฐ ๋ฆฌ๋“œ, ๊ฑฐ๋ž˜ ์ƒ์„ฑ์ด ๊ฐ€๋Šฅํ•ฉ๋‹ˆ๋‹ค.

ํ™œ์šฉ ์˜ˆ์‹œ :ย 

  • ์•„๋ž˜ ํ™”๋ฉด๊ณผ ๊ฐ™์ด ํ™œ์šฉํ•˜์‹ค ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์ด์™ธ์—๋„ ๊ถ๊ธˆํ•˜์‹  ์ ์€ ์–ธ์ œ๋“  ์ปค๋ฎค๋‹ˆํ‹ฐ์— ๊ธ€์„ ๋‚จ๊ฒจ ์ฃผ์„ธ์š”.
ํ•ด์‹œ์Šค๋ƒ…์€ ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์˜ ์›ํ™œํ•œ ์ด์šฉ์„ ์œ„ํ•ด ์ตœ์„ ์„ ๋‹คํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค :)

ย