3 Replies Latest reply on Apr 2, 2015 9:29 AM by 68955

    SFDC Integration - what do you do with leads associated with a current customer?

    Lindsay Zanga
      My company is trying to clean up our lead process and one area we are stuck on is if a net new lead from a tradeshow comes into the system but they are linked to an account that is a current customer should we keep them as a lead with the status "current customer" or should these be converted to contacts.   This person had no influence on the closed won opportunity but we now have many leads that are in fact customers of ours but rest as a lead.  What have other people done in this scenario? My main concern is to make sure these people are not getting prospect emails, newsletters etc. as they are in fact clients.