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Lead with multiple Contacts?

This is a discussion on Lead with multiple Contacts? within the Microsoft CRM forums, part of the ERP category; Hello All, Can someone please tell me if it is possible to have a LEAD with multiple contacts? If so, ...

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  #1 (permalink)  
Old 10-06-2005, 01:17 PM
MKCZ
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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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  #2 (permalink)  
Old 10-06-2005, 01:45 PM
John O'Donnell
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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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  #3 (permalink)  
Old 10-06-2005, 06:58 PM
crmask
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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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