Manually converting a lead to a contact... by Gill
Gill
Tue Jun 22 21:38:06 CDT 2004
When you convert a Lead you have many options.
The Lead can be converted to a combination of a Contact,
Account and Opportunity.
If a contact is created it can be linked to an existing
Account.
If only an Opportunity is created, it can be linked to an
existing Account and / or Contact.
If the Lead fails qualification, it can be disqualified
(which also deactivates it).
The idea behind it is that you can have a process of
qualifying the lead, and then bring it into the main
database in whatever way is appropriate.
HTTH
Gill
>-----Original Message-----
>Does anyone here know the processes involved in manually
>converting a Lead into a contact? How does the
>internal "Convert Lead" system work?
>
>What we've come up with is:
>
>1) Qualify the Lead
>2) Manually create the Account & Master Account (if
>applicable)
>3) Manually create the Contact
>4) Associate the Lead to the Contact
>
>Does this sound about right, and has anyone done this yet?
>
>Thanks!
>
>David
>.
>