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Mark Roberts Adding new leads to existing contacts before conversion
Hi,
I feel like I'm missing something obvious here...
When a lead comes in for an existing contact, I want to attach the lead to that contact such that - I can see progress the lead and also see the associated contact's details (for example phone number to call)
However, the way it seems to work out of the box is that the lead is only linked to the contact when it's converted to an opportunity.
Adding a custom field to link the contact to the lead would seem like the wrong way to do it :/
Thanks,
Mark.