CRM Admins Corner

Are you a CRM admin? Looking for ideas on how to get your process right on Freshsales? Want to share your tips on getting the CRM process right? Share your ideas here and help your fellow admins <3

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Lead vs contact - what would you do?

Hello everyone, I have a new lead in Freshsales. The superior of this lead might join him to book the same deal. How would you manage that? Should I add the superior as a new lead? If so, how can I join those 2 leads to the same deal? Thanks in advance for your help! Annie

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