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Lead with multiple Contacts?
Hello All,
Can someone please tell me if it is possible to have a LEAD with multiple contacts? If so, how do we go about doing this? I know it works on the ACCOUNT end, but this question just came up about having multiple accounts for a lead and I am unable to locate anything on this subject, therfore I am turning to the geniuses of this forum! Thanks! MKCZ |
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Re: Lead with multiple Contacts?
by definition a lead only has a single contact. Once qualified you then
convert to an opportunity etc. If you need to track additional contacts only thing i can offer is to add their details as notes. "MKCZ" <m@yahoo.com> wrote in message news:89f7789923bd42dd9c946e633e8d2934@ureader.com... > Hello All, > > Can someone please tell me if it is possible to have a LEAD with multiple > contacts? If so, how do we go about doing this? I know it works on the > ACCOUNT end, but this question just came up about having multiple accounts > for a lead and I am unable to locate anything on this subject, therfore I > am > turning to the geniuses of this forum! > > Thanks! > MKCZ |
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Re: Lead with multiple Contacts?
we use Accounts and create account or relationship type as an attribue
field in the Account Form and list values such as Prospect, Customer, Reseller, Parnter, etc. YOu can then create account grid views to filter on that account type if you wanted to call on and qualify prospects we only use Leads for pure suspects |
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