Get link | About Sage CRM editions
Once you create a lead, a Possible Company Match message is displayed if the company details you entered seem to already exist in Sage CRM.
If your lead has a company match, you can link the raw lead details to the Company record. This provides you with a valuable source of information on the company you're dealing with, which may assist in the lead qualification process.
You can match people too. Just click Add Or Find This Person.
If the company exists but not the person, you can add a new person now or when are ready to convert the lead to an opportunity. Remember that the unqualified lead data is separate from your core "clean" data. If the person does not yet exist in your People records and the lead turns into a dead end, you have added a low value contact into your core company database.
If there is a company and person match, priority is given to the company. This means, when you match a lead with a company, the person drop-down is automatically limited to existing people in that company.
If the lead turns into a potential sale (Opportunity), you must incorporate the Lead Company and Person into the main Company and People records. For more information, please see Converting a lead to an opportunity.
See Also:
Searching for an existing lead
Sage CRM user assistance PDFs
