3 Replies Latest reply on Apr 13, 2016 6:59 AM by Grégoire Michel

    Creating a Lead when a Contact Exists

    Ann Freccero

      Hello.

      Because we do not currently have a "Contact" funnel, my team would like me to create everything as "Leads," even the person exists in our system as a "Contact." This will give them the ability to work interested leads then merge them to the contact. I think this is bad practice to create duplicates and introduces too much risk (i.e. the lead will never be merged). Has anyone dealt with this situation as a way to get around the lack of a Contact funnel (which is coming in the not-too-distant future)?

       

      Thanks.