Creating a new lead for a customer that is already a contact/ Lead in dynamics 365

SanfordWhiteman
Level 10 - Community Moderator

Re: Creating a new lead for a customer that is already a contact/ Lead in dynamics 365


So, in the Marketo world, a person can only ever buy from you once?

Not at all. You’re getting hung up on the word “lead”, which isn’t usually the term for a new sales opportunity (although some systems use that terminology).

 

The common term for that is “opportunity” or “deal” and Marketo absolutely supports multiple opportunities per record. That’s a key feature.