-
Why is it necessary for most sales teams to use both Leads and Contacts?
Why is it necessary for most sales teams to use both Leads and Contacts?
-
2 Replies
-
Hi Avnish,
It is necessary for most sales teams to use both Leads and Contacts once you convert the lead, the lead record is no longer accessible via the UI. So to access any of the personal contact information that was captured on lead records, sales team use the contact record.
- [adinserter block='9']
-
Hi,
To make it more clear -
Once you convert the lead, the lead record is no longer accessible via the UI. So to access any of the personal contact information that was captured on lead records, sales team use the contact record.
Hope this helps.
Log In to reply.
Popular Salesforce Blogs
Salesforce Real Estate: Automate Leads, Deals & Closings
The real estate industry is fast-paced, relationship-driven, and highly competitive. Managing large volumes of leads, tracking long sales cycles, coordinating multiple stakeholders, and closing deals…
Salesforce Apex Winter Release 21 - All You Need To Know
1. Before Apex Winter Release 21 batch limit for big objects using deleteImmediate() is 2,000 records at a time. Now we can delete up to…
How to Enable Einstein Chat Bot in Salesforce | The Developer Guide
What is Embedded Chat? Embedded chat windows use a Chat deployment that you can quickly configure. Then, simply add the code snippet to the web…
Popular Salesforce Videos
Salesforce Career Personality Quiz
Which Salesforce career path is right for you? Take this 23 question quiz to learn which Salesforce career is the best match for your personality…
Salesforce: Advanced 'Change Owner' Control in Flow and Apex
Alex Edelstein explains the Salesforce feature known as the 'Change Owner' Control in Flow and Apex. This video is geared toward those already familiar with…
Summer '20 Release - Release Updates Page
Check out the new Release Updates Page. Salesforce Summer '20 is full of amazing features for #AwesomeAdmins! Check out what's new when you follow and…
