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Creating a Lead when a Contact Exists

Question asked by Ann Freccero on Apr 13, 2016
Latest reply on Apr 13, 2016 by Grégoire Michel

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.

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