Is it possible to map lead and contact fields without the lead having to be converted to a contact? The reason i ask this is because we often have leads (MQL's) that come through in our data base but they are already a customer (contact) and we'd just want to map a couple fields from the lead to the contact record. Is there any workaround this? Any guidance would be great. Thanks!
4 answers
Hi Nij,
While converting the lead, select existing contact in the lead conversion screen. So this won't create duplicate contact and Also existing contact is considered as a master record