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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

1 réponse
  1. 1 nov. 2021, 05:33

    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. 

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