I'm trying to find a way to track the leads that I get from different channels but which are for the same lead/contact. For instance, if I have a potential client contact us through our website, but then we're given the same lead through a partner, I want to be able to keep track of both lead sources and channels. I can hack a solution with custom fields, but I assumed that they was a best practice for this?
I've seen that there is functionality to merge leads but I understand this means information is lost from one of the leads.
Ideally I'd like to retain the information from both leads and have them attached to an account or to each other so that my sales team can clearly see there are two related leads and if the contact information is different they can try both.
I'd also like a notification when the second lead comes in. I realise that this is a complicated process involving many parts but I've been told by a Salesforce consultant that this isn't done, but I'm sure I'm not the only person with this issue.