• #30404
    Forcetalks

    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?

     

    #30411
    Forcetalks

    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.

    #34567
    Salesforce | shariq shariq #1
    Forcetalks

    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.

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