Lead assignment to Accounts
Hello everyone,
Our company rarely (if ever) sells directly to a lead.
Much like Ford or Dodge, we sell to dealers who then reach out to the lead for a sale.
All of our dealers are currently ACCOUNTS. Leads are eventually converted to accounts as END USERS (type of ACCOUNT).
Is there a way to assign a LEAD (end user) to a dealer (ACCOUNT) before it is converted?
Roger