You need to sign in to do that
Don't have an account?
AnnieG
What do I have to lose?
Hi,
Just got a question about lead and contact.
So I have got all these qualified leads, when I push them across to salesforce, I can do Option 1: push them across to become leads and immediately after that, convert them to contacts; Option 2: push them across to become contacts directly which bypasses the lead thing. If I go with option 2, what do I have to lose? What is the difference between these two options?
Thanks in advance for your insight.
Just got a question about lead and contact.
So I have got all these qualified leads, when I push them across to salesforce, I can do Option 1: push them across to become leads and immediately after that, convert them to contacts; Option 2: push them across to become contacts directly which bypasses the lead thing. If I go with option 2, what do I have to lose? What is the difference between these two options?
Thanks in advance for your insight.
I dont think you have anything to loose if ALL of your Leads are qualified.
Perhaps just keep the following in mind:
- if you are tracking campaign responses, Leads vs Accounts, you wont have any lead data
- Lead Archived reports will be empty
But if you all the leads are qualified and you dont want the history of what happended with the clients when they were still leads, then load them directly as Accounts.
Hope this helps
Charly
You might also consider Person Accounts.