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Existing lead with multiple product interest

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aaarni
Level 2

Existing lead with multiple product interest

Hi! How do you handle existing leads who's interested in multiple products? Example, Lead X submitted a form for Product A today. The next day, Lead X submitted another form for Product B. How will it flow in the life cycle? Do you consider it as another new lead? Note, we're only using single instance.

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Katja_Keesom
Level 10 - Community Advisor

Re: Existing lead with multiple product interest

Technically, it's not a new lead. It remains the same person record. When talking about CRM approach, I would actually suggest to create a new task rather than a new lead. Of course that also depends on how your CRM is set up and what the preference of the Sales organization is.

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Ruchi_Lapran1
Level 3

Re: Existing lead with multiple product interest

I agree with @Katja_Keesom that it'll be the same lead. Additionally, a custom field can be used in the same instance for "Product Interest" (drop-down) that'll store information related to products chosen by the leads, and based on their selection/interest, segmentation can be created and Lifecycle stages can be defined.

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Katja_Keesom
Level 10 - Community Advisor

Re: Existing lead with multiple product interest

Technically, it's not a new lead. It remains the same person record. When talking about CRM approach, I would actually suggest to create a new task rather than a new lead. Of course that also depends on how your CRM is set up and what the preference of the Sales organization is.

Ruchi_Lapran1
Level 3

Re: Existing lead with multiple product interest

I agree with @Katja_Keesom that it'll be the same lead. Additionally, a custom field can be used in the same instance for "Product Interest" (drop-down) that'll store information related to products chosen by the leads, and based on their selection/interest, segmentation can be created and Lifecycle stages can be defined.