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Enterprise & Sell Answers & Best Practices Merge Lead and Contact

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Merge Lead and Contact

John Kitsmiller over 3 years ago

Is it possible to merge a Lead and a Contact?

I am finding some data simply doesn't move from Lead to Contact after conversion. For example, much of the data coming from Sugar Market.

The data is still important.

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0 Dmytro Chupylka over 3 years ago

I suppose the logic hook could be configured to copy-transform-paste Lead-related data into Contact-related data on contact record is created - if some data is not copied automatically.
However, to confirm and estimate, a list of data to copy is necessary, also the data copy could hardly be synced back to the Market as contact's behavior

Best Regards,
Dmytro Chupylka

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0 John Kitsmiller over 3 years ago in reply to Dmytro Chupylka

And I can't think of a reason I would want the Lead data in Sugar Market. Our Contacts are already sync'd with Market.
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0 John Kitsmiller over 3 years ago in reply to Dmytro Chupylka

And I can't think of a reason I would want the Lead data in Sugar Market. Our Contacts are already sync'd with Market.
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