Hi !
Why the target is not deleted when I convert it to a lead ?
Lets say that my targets are in a target list called "Manufacturers" as targets.
#1***
If I convert a target "houlejo" (me) member of the target list "Manufacturers" to a lead. I will now have a duplicate. One "houlejo" still a target in the target list "Manufacturers" and one duplication "houlejo" as a lead.
Now, for my next campaign that I will send to all my targets and leads, "Houlejo" will receive it twice ??? If not, which one will received it ? And at one point I may have 3 duplicates (one target, one lead, one contact).
Do I have to delete the target "houlejo" first because he is now a lead ? If yes, it means all these actions :
1) Convert to lead
2) Remove the target "houlejo" from target list.
3) add the lead "houlejo" to target list.
4) Delete the target "houlejo"
Same steps would be necessary to convert a lead to contact.
This is a bad process.... Why the target is not deleted when I convert it to a lead ?


LinkBack URL
About LinkBacks



Reply With Quote
Bookmarks