Linking leads

Modified on Thu, 10 Aug, 2023 at 1:15 PM

Navigate to:

1. Overview

2. Steps to link two leads

3. Who will be able to link the leads?

4. Who will own the linked leads?

5. Lead linking effects on lead details & lead history

6. How and where both the linked leads will be accessible?

1. Overview

This feature allows us to link different leads from the same customer. This could be possible when the same customer uses different mobile numbers to inquire about a project or someone from his or her family does an inquiry. Hence, in any such case, multiple leads will be created.

Leads that belong to the same customer can be linked together from the Dashboard.

2. How to link two leads?

Leads can be linked from the dashboard. On the Dashboard, under the leads tab, search for the lead that needs to be linked to another lead. Click on the lead to open the lead details tab and follow the steps mentioned in the figure below.

Note: Leads being linked together must belong to the same project. This feature will not work for leads from different projects, but only in the same mandate.

Also, the leads to be linked together must be WIP i.e. should have status as claimed, interested, meeting done, visit done, or final negotiation.

3. Who can link leads?

Leads can be linked from the dashboard only by super users or assignment owners.

4. Who will own the lead?

The sales manager selected while linking the primary lead will now own the lead. The other sales manager becomes the viewer of the lead on the sales app.

5. How will lead details and lead history will be affected?

If two leads are linked, only the mobile number from the second lead will be added as a secondary (alternate) contact number for the primary lead.

Also, all future events will be canceled from the second lead. The status of the secondary lead will be visible as linked on the dashboard.

6. How and where both the leads will be accessible after linkage?

On the dashboard, the primary lead will be visible as usual according to its status under the leads tab. However, the secondary lead will only be visible under the 'ALL' category on the leads tab and it will be tagged as 'Linked'.

On the Sales app, the primary lead will be visible to the owner of the lead and he'll be able to take action.

The primary lead will be accessible to the other sales manager as a viewer. He/she will not be able to take any action.

The secondary lead can be accessed from the lead details screen of the primary lead.

The sales managers will also receive notifications on their mobile devices and the Sales app.

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