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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / leads and contacts
Microsoft Dynamics CRM (Archived)

leads and contacts

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Posted on by Rscroggins 110

So I have noticed that in my CRM that I have duplicates between my leads and contacts specially with one company. can I just delete the leads or disqualify them to clear them out of my leads, and still keep them in contacts?

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  • Verified answer
    KylieKiser Profile Picture
    KylieKiser 2,174 on at
    RE: leads and contacts

    If you need to keep any of the data or linked records, you could qualify the Lead to a contact. Then merge the two duplicate contacts.

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: leads and contacts

    If you delete them, you will lose existing references(if there are any).. If you don't need them anymore, try disqualifying them first (your existing contacts won't be affected)

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