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author's profile photo Former Member
Former Member

Multiple contact names in the leads

Hi,

In the leads scenario, there are multiple contact names from the same company (prospect) that will be collected and need to be enter to the C4C lead. However, i dont see that there is a way here to enter multiple contacts. Also, what happened if this lead is converted into account and contacts?

Thanks.

cheers,

julius

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    author's profile photo Former Member
    Former Member
    Posted on Aug 02, 2016 at 02:54 PM

    Hi,

    please use Contacts tab in Lead. If you cannot see it - add it in adapt mode.

    I guess it might be used only when you work with existing account on lead and its contact persons. When I work with text account (new) this tab is not available. so you can have only one (text) contact person.

    BR

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    • Former Member Former Member

      I see those options:

      - create multiple leads, for each contact - then conversion to account and contact will be utilized

      - use notes or custom fields on lead to put those contacts names - but then conversion will use only 1

  • Posted on Aug 08, 2016 at 04:47 PM

    Hello Julius ,

    1.If you creating Lead using Existing Account , then in the Lead you have 'Contact' facet where you can maintain Multiple Contacts(with one as 'Main/Primary' Contact) .

    =>But in this case there is No option to Convert to Contact & Account .

    2.Secondly ,if you create Lead without using Existing Account ,then there is NO-Contact facet but only single Contact which you can maintain within Header of the Lead .

    =>However in this case there is an option to Convert to Contact & Account .

    Regards,

    Ankush.

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    • Former Member Ankush Pashine

      Hi Ankush,

      Thanks for the reply.

      My discussion will focus only on the leads without existing accounts.

      Case 2:

      Doubt 1: If lead has to be converted to Account (or prospect) immediately in order to enter multiple contacts, before further qualifying, then all the leads having "Converted" status will be confusing. How the user get an effective analysis of the lead?

      Doubt 2: Too many Accounts (prospect)/Contacts will be created that may not turned into an actual customer. These accounts will have to be set to obsolete or something, which means more works for the user or system, and should be avoided in the first place.

      - julius

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