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Lead Import - Existing Customers

edited Dec 3, 2019 1:14PM in Account Administration 3 comments

Need some help.

When I receive leads for existing customers from an outside source I can't seem to find a way to import the information in a manner that allows me to track it at the customer level.

My question is what's the best way to track the new lead information for the existing customers?

I'm currently importing the information as a duplicate with the status of Lead, then once the account manager acts on the lead we merge the information into the Existing Customer. Seems like there should be a way to track new lead information from within the existing Customer Record?

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