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how do i create a lead from a contact?
2 件の回答
  1. 2015年1月21日 1:33
    Hi Elayne,

     

    Short answer is you don't, but is it possible that what your Company calls a Lead, Salesforce be default calls an Opportunity.  What I mean by this is that Salesforce considers Leads to be very much prospects, before they are even considered a contact, and then considers Opportunities potential sales deals that could come from knowing a particular contact.

     

    You can't create a lead from a contact, because in theory your contact originated as a Lead.

     

    Salesforce thinks of Leads as those people where you don't have enough information on them yet to create an Account, a Contact, and an Opportunity record for them.  If you were to buy a prospect list from a 3rd Party those would be considered Leads

     

    Hopefully that helps, I know I didn't answer your question as I'm sure you had hoped, but just tried to give you how Salesforce is set up by default and make sure we are talking the same language.

     

     
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