Results 1 to 2 of 2

Thread: Convert target create duplicates !?

  1. #1
    houlejo is offline Sugar Community Member
    Join Date
    Aug 2006
    Location
    Qc, Canada
    Posts
    116

    Default Convert target create duplicates !?

    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 ?

  2. #2
    houlejo is offline Sugar Community Member
    Join Date
    Aug 2006
    Location
    Qc, Canada
    Posts
    116

    Default Re: Convert target create duplicates !?

    Ok one more info.

    With version 4.5.1d, if I send a campaign to a target "houlejo" and a lead "houlejo". Sugar choose random (?) to which one he send the email and for the other he add a line "Suppressed by address or domain".

    So it's a big problem, if I convert a target to lead, then the campaign log will be random between both...

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Create target list for all contacts or lead source
    By jpletka in forum Marketing/Campaign Management
    Replies: 44
    Last Post: 2010-12-09, 10:59 AM
  2. Target converted to lead
    By houlejo in forum Marketing/Campaign Management
    Replies: 4
    Last Post: 2009-08-12, 06:28 PM
  3. Replies: 0
    Last Post: 2007-04-27, 04:01 PM
  4. Replies: 0
    Last Post: 2007-03-05, 05:32 PM
  5. Replies: 1
    Last Post: 2005-05-20, 02:36 AM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •