My company Telnyx is currently testing the Alingly lead 2 account matching tool in Salesforce and we are currently faced with the question of what lifecycle status do we put the converted leads in.

 

Examples of some of the questions we have at the moment are:

  • What if there is an opportunity on the account already?
  • What if this is an existing customer account?
  • Could we just move all leads to the status of the furthest lead in the account?

Has anyone faced similar questions before and can you share how you triage leads that are associated with existing accounts?