How to tie an opportunity back to a lead
Hi,
We track our marketing success from leads generated that are passed to the sales team who creates opportunities. We have a couple of instances where the sales rep will create a new opportunity rather than convert the existing lead. Is there a way to tie the now existing opportunity back to the lead?
Thanks for your help!
Brent
Brent, at this time there is no way to associate an extisting opportunity back to a lead. The "Associated Opportunity" on a lead is read only and is filled in if you convert the lead to a opportunity.
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