So I'm wondering how everyone tracks leads that are already existing customers. What we want to do is be able to track how many leads come in that are current customers, whether it be from a database buy or customers just using our website contact-us looking for their sales rep. Is there an out of the box way of tracking these, or will I have to create a formula field that looks at converted date or something?
Any help would be appreciated. Thank you.
3 Antworten
if you are not familair with duplicate managment, use this trailhead module: https://trailhead.salesforce.com/content/learn/modules/sales_admin_duplicate_management
