From what I have read in the community the lead process is as follows:
- Lead A comes in, if it is viable it is CONVERTED to an Account, Contact, and Opportunity for product A
- Lead B comes in, if it is viable it si CONVERTED, then ATTACHED TO THE EXISTING account created above and if lead b involves a new contact it would create contact #2 and an opportunity for product BAt this point you have 1 Account for the company, 1 (or 2) contacts depending on if its the same contact, and 2 opportunities for the 2 products. and so on..
This means that I will have several of the same lead for several products, which means that I have duplicate name, duplicate phone number and duplicate email addresses and all tasks and activities are spread across the leads. is this correct?
답변 4개
Assuming there is no account and I have one person who is interested in 3 products. do i create 3 leads?
