-
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.
-
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 Marketing Cloud Summer'21 Top Features
With Marketing cloud, send your customer the right message at the right time on the right platform and increase your reach. Get a panoramic view…
Salesforce Introduces Einstein Visual Search For Commerce Cloud
When Salesforce acquired Demandware in 2016 for $2.8 billion, that’s when Salesforce Commerce Cloud came into action. As more and more industries started getting into…
AppExchange vs Custom Development: Making a Conscious Choice in Salesforce
Salesforce is an evolving CRM. It rolls out new features and updates in its annual releases, for various Salesforce packages. Like Salesforce, business requirements and…
Popular Salesforce Videos
What is Campaign Member in Salesforce? | How to add Leads and Contacts in Campaign object's record?
This video explains Campaign Members in-depth. Let's discuss the following things in this video: 1. What is the significance of Campaign members in Salesforce? 2.…
Salesforce Health Cloud – Creating Patient Relationships Not Records
Unfortunately, the gruesome truth facing the world today is the ever increasing pressure of diseases due to chronic disorders, pollution, growing age, and definitely increasing…
Find Newly Created Fields in Salesforce
In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Once you learn…
