Issues with same contact , with more than one deal


1 Comentários

  • Nate Brown

    Hi there!

    Each time you convert a lead, whether or not you associate a deal right at the time of conversion, you are turning that lead into a contact. This contact may then be associated with one or more deals. In the case you have described, you are converting the lead to a contact, and associating a deal to the contact at the time of conversion. When you close that deal, the contact remains. You should not re-add the person as a lead at this point, as you can associate a new deal with this contact. Rather than adding a duplicate lead, you should create a new deal to represent the revenue opportunity, and associate it with the existing contact.

    Nate Brown
    Customer Advocate | Zendesk Sell CRM


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