Importing and Linking
If I have a contact already set up in Insightly, and then I import a lead that has that contact name, will the lead link itself to the Contact? I am assuming the First and Second names would need to match.
If I have a contact already set up in Insightly, and then I import a lead that has that contact name, will the lead link itself to the Contact? I am assuming the First and Second names would need to match.
Comments
Hello Helen,
At the moment Insightly does not allow for a Lead to link to a Contact via import or within Insightly. Since leads are looked at as potential sales before converting them to Insightly contacts, organizations, and opportunities.
This is why linking is not offered for Leads.
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