So recently I had Sales approach me telling me that they needed to create intentional duplicates of the same lead to accomodate a new parter portal program we're implementing.
So in the process of determining whether this is a good idea and what options we have, I came up with an idea that might work, but I'm not quite sure and I'm hoping someone has some experience with this.
1. We'd create the duplicates
2. We'd have a field in each record that lists all other duplicate records
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This is where I'm not sure how it would work/if it's possible and if you had any sample smart campaigns to achieve this
3. Anytime a lead performs any activity (email click, web visit, etc.), the activity would then get copied over to all other records
4. Lead status and score would also transfer from record to record
If the lead eventually did convert into a customer, I'd like all records to be merged at that point, but I think that's an entirely different conversation.
Is what I'm thinking possible?