Leads vs Contacts- we are moving away from leads to contacts as an organization to allow us to prep for ABM and get a 360 degree view of an account without spending all that time navigating in Salesforce.

For others that have done this - do you take all the fields that you used at a lead level and map them into contacts. We use a lot of those fields to determine how to prioritize calls and follow up. What are best practices for those who have made this transition?

Be the first to rate this answer

There is 1 answer to this question.

Ask an Expert is only available to AA-ISP Members. Please Sign In or Register for access.

Question Details

Asked By: Anonymous

Posted On: May 5th, 2017