Creation of duplicate account and contact from leads via OOB process lead management and lead qualification process

Hi Community,

I am trying to create a new lead and qualifying it, to create a new contact & account but when i am trying to create another lead with the same account name and contact name, later qualifying it.  Duplicate contact and account is getting created via the OOB lead management and lead qualification process, is it possible to link it to the existing account and contact.

 

Scenario: 

1.We create a new lead providing all the mandatory field data and later qualify the lead.

2. A new account and contact gets created and it is linked to the lead.

3. Create another lead with the same account name and contact name.

4. Qualify this lead also.

5. OOB process lead management and lead qualification process starts

6. It creates a new account and contact

 

Question : is it possible to link the lead to the existing account and contact instead of creating a duplicate account and contact.

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1 comments

Dear Amritha,

 

You can modify the OOB business process and add a search for an existing contact - the process is called Lead qualification. Feel free to modify it according to your business tasks! Make sure to update the Lead management process system setting after a new version of the process is created. 

 

Best regards,
Angela

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