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CRM 2011 Qualify Lead Without Converting to Contact or Account? RRS feed

  • Question

  • <p>Hi - We have a situation at my firm where Leads were never properly qualified into Contacts/Accounts. The matching Contacts/Accounts were created independently of the Leads.</p><p>I've been given the task&nbsp;of qualifying an existing set Leads without converting them to&nbsp;Contacts or Accounts otherwise it will create duplicates (I've run t-sql joins on emailaddress between Leads and Contacts/Accounts to create this result set). </p><p>So my questions is this: if I run a Scribe job on the backend to qualify these leads, will it break anything?</p><p>Thanks in advance.</p><p>Regards,</p><p>Eric B</p>
    Wednesday, May 7, 2014 1:55 PM

All replies

  • If done properly, it will not. Make sure all relationships are handled properly.
    Thursday, May 8, 2014 2:03 AM
  • Thanks, Nico.
    Thursday, May 8, 2014 3:44 PM