Hi,
I'm trying to manage inbound partner lead registrations. The challenge is that these leads are coming inbound via a webform. Our partners are completing the form and adding the lead details, the lead is being created and added to a lead queue. The challenge we have is where the lead already exists in the org as a contact. In this case, the contact is updated and a lead isn't in the lead queue and gets missed by our partner team. I know we don't have queues that can manage leads and contacts. Any ideas on the best way to manage this? #Sales Cloud
Hi Chris
You could have an object that hs a lookup to lead and lookup to contact, instead of working with leads directly. You'd need to create such a record for any incoming partner lead, and on any event when a partner lead is merged with a contact.
Otherwise you'll just have to disable this auto-merge thing you have going there.