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Suggested answer

New lead from existing contact

Posted on by 55

Our clients frequently return to buy more / new products.

How do create a new lead - to get contact into sales funnel, etc. and use existing contact details? Name, phone, email, timeline,  etc.

Thanks for your help.

Gary

  • RE: New lead from existing contact

    Thank you. Now for something that doesn't require so many steps...

    Gary

  • Suggested answer
    RE: New lead from existing contact

    Many thanks -excellent approach!!

    Gary

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,870 on at
    RE: New lead from existing contact

    Hi Gary,

    We can insert a Lead sub-grid in the Contact form, and add some mappings of the relationship, so that when we new a Lead form the Contact, existing contact details will be mapped automatically.

    Step 1. insert a Lead sub-grid in the Contact form.

    pastedimage1603248219342v1.png

    So we can see the related leads of the Contact in the sub-grid.

    Step 2. Add some mappings of lead_parent_contact relationship.

    pastedimage1603259803450v4.png

    pastedimage1603259911187v5.png

    pastedimage1603259925125v6.png

    This way, when you new a Lead form the sub-grid, the mapped fields will copy value of current Contact to the new Lead.

    pastedimage1603260144004v7.png

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,041 on at
    RE: New lead from existing contact

    Hi,

    You can create lead existing contact, while setting up lead you can use first and last name and other details of the contact and when you will qualify it will show you matching dialog like below there you can select existing contact from the lookup

    pastedimage1603257219474v1.jpeg

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