Handling leads in multiple product lines environment

Hello,

we have a problem in calculating the leads conversion report. Our company have 4 product lines where it is possible for a lead to be interested in more than one product and different sales managers are talking with the same person.

Our problem is that if Sales A talks with Lead A for product A and convert the lead to an account means that he have 1 lead , 1 opportunity and 100% conversion rate.

One month after Sales B talks with Lead A about product B so he needs to convert the lead to an opportunity but this cannot happen anymore.

We can of course use opportunity directly for product B but this would not really be right because Sales A and sales B started the discussion in the same time so somehow it would be unfair to say that only sales A have managed to convert the lead.

Any suggestions will be appreciated.

Thanks

Cosmin

Parents
  • Hi,

    We have the same situation.  We make the 2nd Opportunity manually and go to the Leads sub-panel and link back to the original lead.  Thus we have 1 lead, 1 account, 1 contact and 2 opportunities.

    Good luck!

    Bob

Reply
  • Hi,

    We have the same situation.  We make the 2nd Opportunity manually and go to the Leads sub-panel and link back to the original lead.  Thus we have 1 lead, 1 account, 1 contact and 2 opportunities.

    Good luck!

    Bob

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