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aaarni
New Participant
October 5, 2022
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Existing lead with multiple product interest

  • October 5, 2022
  • 2 replies
  • 2818 views

Hi! How do you handle existing leads who's interested in multiple products? Example, Lead X submitted a form for Product A today. The next day, Lead X submitted another form for Product B. How will it flow in the life cycle? Do you consider it as another new lead? Note, we're only using single instance.

Best answer by Katja_Keesom

Technically, it's not a new lead. It remains the same person record. When talking about CRM approach, I would actually suggest to create a new task rather than a new lead. Of course that also depends on how your CRM is set up and what the preference of the Sales organization is.

2 replies

Ruchi_Lapran1
Ruchi_Lapran1
New Participant
October 6, 2022

I agree with @katja_keesom that it'll be the same lead. Additionally, a custom field can be used in the same instance for "Product Interest" (drop-down) that'll store information related to products chosen by the leads, and based on their selection/interest, segmentation can be created and Lifecycle stages can be defined.

    Katja_Keesom
    Katja_KeesomAccepted solution
    Community Manager
    October 5, 2022

    Technically, it's not a new lead. It remains the same person record. When talking about CRM approach, I would actually suggest to create a new task rather than a new lead. Of course that also depends on how your CRM is set up and what the preference of the Sales organization is.

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