Hello, I would like to link two leads in Dynamics CRM .
Example: A user downloads an information brochure from the website and an hour later fills out a lead form on the website. This creates two leads for one prospect in the CRM.
These leads should now be linked so that it's clear that the user searched for information via two channels. So how can I link the two leads?
Thanks for the help!
(1 votes)
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Give the user a cookie at the first call and in the second call you ask it.
Alternative:
Remember the IP (e.g. in a database) at the first call and ask the DB at the second call.
(that is, of course, somewhat doubtful about data protection)
Thank you. But I’m looking for a solution within the CRM.
Sorry, I read that. Can you insert a snippet PHP into the CRM?