I enabled the Lead to Account matching rule and it works great. Our use case is we have a pardot form on our website that a practitioner can fill out and a lead record will get created. We also opened our online ordering feature that allows them to create an order after they fill out our form on the website, which is processed in NetSuite and synced back to Salesforce as an Account. Its great that they are identified but I do not know what to do with them. I would appreciate advice from other admins on how you use this feature in your org. Do you convert them and create a task or chatter post, do your reps or managers convert them, or do you delete them? I appreciate your insight. Thank you.
@Lisa Pazienza it sounds like you’re headed in the right direction, but I’d expect a good amount of push back on the conversion tracking from executives.
If the leads need to be worked in any way, like verifying the credentials for that practitioner, then automatic conversion should not apply here.
From a technical and reporting approach, if the Pardot leads are created and not assigned to an active rep, then you can filter out leads from a report too. Just putting this out there as an option.
It sounds like there is business needs to have the lead, work/nurture the lead, and convert it separate from the order form piece. Two processes: credentialing and ordering.
Am I understanding correctly?
