While converting a lead, what happens to the multiple campaigns that are associated with it?
A lead may have multiple campaigns associated with it. In such cases, when you convert that particular lead, you will have an option to select one from the associated campaigns. The selected campaign will be associated to the deal as Campaign Source. All the campaigns associated to the lead will then get transferred to the contact.
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Converting Leads
Convert Leads to Other Sales Records When there is a chance for further negotiations with a lead, it can be converted into an account, contact, and finally a deal. In short, once the lead status has reached a certain stage, it can be qualified as a ...
Can a lead be assigned to multiple campaigns?
Yes. You can assign a lead or contact to multiple campaigns. Here is how you can do it: In the Leads tab, select the record that you want to link to the campaign. In the Lead Details page, the existing campaign details, if any, are displayed. Click ...
Lead Scoring
Lead Scoring is an effective way to manage and analyze your leads, helping you discover quality leads and giving you insights about their stage in the sales funnel. lead scoring is all about giving scores to your email recipients based on their ...
What happens to the emails associated to the Lead when it is converted to an Account?
Once a lead is converted to an account, the associated emails within that lead get mapped to the corresponding contacts in that account.
Lead Sources summary
With Lead sources summary you can view the lead channels/sources and manage them. Leads are generated from multiple sources. The Lead sources summary helps you to view it all in one place and manage them as per you needs. Lead sources are grouped as ...