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 I am importing a new lead list where are there are multiple contacts from the same company in the same location.  Must they be uploaded as individual leads or can a lead have multiple contacts associated with the same company?
2 respuestas
  1. 21 may 2014, 11:59
    or you use a look-up on cantact to have a related list under lead where you can put in multipe contacts

     

    for the conversion you would then need a trigger to have the contacts assigned to the account .

     

    that works fine. but as mark said, it is a business decision which way to go.

     

    For marketing a great thing for sure as they could target any of the contacts without having all as a lead in the system
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