Our orgnaization wants to keep unqualified opportuntites (LEADS) separate from qualified opportunties (POTENTIALS).

 

However, we ofen get inquiries from existing customers that are not qualified yet.  We treat these as LEADS. A Big problem comes up when we go to convert qualifed LEADS to POTENTIALS. WE end up with a host of problems, including duplicate account and contact records and issues with my meticulaously mapped fields not transferring the data properly.

 

How can we create Leads from existing accounts and contacts? From what I have have seen, every time we convert a Lead to a potnetial we also end up creatin a duplicate account and contact. This means that with repeat customers we end up creating endless duplicate records in those modules and none of them have all of he infomration that pertains to the contact or account.