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Intentional Duplicate Lead Question

Question asked by Steve Schimmel on Feb 13, 2019
Latest reply on Apr 3, 2019 by Vlada Prasolova

My company's sales department is split up by product line. Team A, for example, sells Cameras. Team B sells media equipment. Typically, there is not much overlap in customer for these 2 groups.

 

My company is thinking of rolling out a "Lead Referral Program", where when an Account Manager speaking to a lead about cameras finds out that same lead is also interested in media equipment. The process that is being discussed would entail the Account Manager from team A intentionally creating a duplicate lead, and assigning that lead to an AM from Team B. This would create a duplicate lead.

 

Obviously, duplicate leads are not ideal in Marketo. I'm curios to learn if anyone has any suggestions for dealing with this. How can I ensure a lead can have 2 different owners from different teams. Is there a way to do this without creating a duplicate lead?


Thanks!

 

 

Steve

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