3. Lead Qualification With Match To Existing Lead
Lead Qualification With Match To Existing Lead
Web
Site
Lead
Qualifier
Salesforce.com
Start
Lead
Created
Web Form
Completed
Find
Duplicates
No
Account, Contact
& Opportunity
Created
Opportunity
Management
Duplicate
Lead Found
Merge Lead
Records
Yes
Make Lead
Qualification
Call
Create
Opportunity
Convert
Lead
Yes
Set Lead
Status to
Contacted
Create Follow
Up Task
No
Yes
Set Lead
Status to
Closed
No End
Further
Action
4. Lead Qualification With Match To Existing Account / Contact
Lead Qualification With Match To Existing Account / Contact
Web
Site
Lead
Qualifier
Salesforce.com
Start
Lead
Created
Web Form
Completed
Find
Duplicates
No
Lead data merged into
Account & Contact.
Opportunity Created
Opportunity
Management
Duplicate
Contact Found
Yes
Make Lead
Qualification
Call
New
Opportunity
Convert
Lead With
Opportunity
Yes
No
Convert
Lead Without
Opportunity
Lead data merged into
Account & Contact
Account
Management