Tech Support > Microsoft Windows > Windows CRM > Lead with multiple Contacts?
Lead with multiple Contacts?
Posted by MKCZ on October 6th, 2005


Hello All,

Can someone please tell me if it is possible to have a LEAD with multiple
contacts? If so, how do we go about doing this? I know it works on the
ACCOUNT end, but this question just came up about having multiple accounts
for a lead and I am unable to locate anything on this subject, therfore I am
turning to the geniuses of this forum!

Thanks!
MKCZ

Posted by John O'Donnell on October 6th, 2005


by definition a lead only has a single contact. Once qualified you then
convert to an opportunity etc.

If you need to track additional contacts only thing i can offer is to add
their details as notes.


"MKCZ" <m@yahoo.com> wrote in message
news:89f7789923bd42dd9c946e633e8d2934@ureader.com. ..


Posted by crmask on October 6th, 2005


we use Accounts and create account or relationship type as an attribue
field in the Account Form and list values such as Prospect, Customer,
Reseller, Parnter, etc. YOu can then create account grid views to
filter on that account type if you wanted to call on and qualify
prospects
we only use Leads for pure suspects


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