Automatic creation of contacts/organisations
Hi all :)
I work in the wholesale team for a coffee roasting company based in London. We recently signed up for Insightly as the CRM of choice, we are a fairly small company in size with 6-8 people using the software.
Our aim with Insightly is to keep a nicely organised CRM for existing customers i.e Organisations, contacts, history, notes and activity.
However, we get quite a lot of enquiries every week - we would like to create a lead from each enquiry (which we are doing). If discussion progress, this is turned into an opportunity (where we track the stages through creating a pipeline). Again, if discussions turn into an account i.e. agree to buy coffee/machinery from us, we would like to turn this enquiry into a organisation. Alternatively, if discussions break down - we can simply close the opportunity and no record of contacts/organisations are in the Insightly system, keeping things clean and tidy.
At the moment, we are finding either through lead or opportunity creation that a contact and organisation is being automatically created. This is resulting in our database being full of potential unwanted contacts and organisations. How can we stop this from happening?
A similar scenario happens when linking an email to an organisation, automatic contacts/leads are created - at the moment I'm deleting all un-required links which is time consuming and quite annoying. Any help, suggestions or backing of this problem to be solved would be great.
Thank you all and wishing you all a Merry Christmas