smuralisankar
asked on
Salesforce workflow - customization
This is our current salesforce workflow / implementation:
All signups are "contacts".
These are automatically created
I think they are created as leads first and then converted to contacts - not sure about this part.
And "leads" are created manually. The problem is that our salespeople don't manually update the fields for leads. And when someone from leads signups using the same email ID ( in contacts and leads), then that lead is automatically converted to a contact. And we are not able to account for it.
We don't want to mix leads and contacts. But we need better accountability for leads and also want to differentiate between them.
What is the best way to do this?
All signups are "contacts".
These are automatically created
I think they are created as leads first and then converted to contacts - not sure about this part.
And "leads" are created manually. The problem is that our salespeople don't manually update the fields for leads. And when someone from leads signups using the same email ID ( in contacts and leads), then that lead is automatically converted to a contact. And we are not able to account for it.
We don't want to mix leads and contacts. But we need better accountability for leads and also want to differentiate between them.
What is the best way to do this?
ASKER CERTIFIED SOLUTION
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.