CRM On Demand - Supplemental Applications (MOSC)

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Creating a CRMOD lead from ODM when the contact already exists in CRMOD

edited Nov 22, 2012 3:07AM in CRM On Demand - Supplemental Applications (MOSC) 8 commentsAnswered
Hi there,
Currently an ODM campaign registration will create a new LEAD in CRMOD database... unless the contact already exists in CRMOD (the email field matches the response in ODM).

In this case (where the contact already exists in CRMOD), a task will be created and associated with the contact.

For campaign responses, where the contact already exists in CRMOD, we would like to find a way to still generate the lead, but to have it associated to the existing contact in CRMOD (say via the "Associated Contact" field on the lead).

thanks,
Laura
 

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