We began working through the use of the NEW Leads Management feature this morning. It feels like a "lead" is designed exclusively around a NEW contact and when we convert a lead to an opportunity, a new contact is created.
How can we ensure it is not a duplicate contact for a customer who has purchased already from us (meaning the lead is for a deal with an existing client).
Could the Dev team consider adding 2 features to this console...
Checking Cache of existing contacts when entering a NEW lead?
Could the Lead be for an organization (not for a contact)?