How To Add A Lead To An Existing Deal

In addition to merging leads, Distributed Source allows you to link leads with existing deals. Sometimes it is possible that you might receive multiple leads from a business with whom you already have an ongoing deal.

To avoid such situations, Distributed Source lets you link leads to existing "Deals". This article explains how to associate leads with "Deals" in Distributed Source:

1. Login to your Distributed Source account.

2. Go to the 'Leads' tab. All the leads which are a part of your account will be displayed here.

3. Click on the lead to which you wish to link a deal.

4. In the lead-detail page of that lead, a lot of options will be present under the 'Actions' label.

5. Click on the '+Existing Deal' button.

6. A search box will be displayed now.

7. Type in the first few initials of the deal you want to link with the lead. All the deals starting with those initials will be displayed in a drop-down format.

8. Select the deal to be linked and click the '+Add' button.

9. The deal will now be successfully linked to the lead. You will automatically be navigated to the deal-detail page of the deal you chose. The lead details will be shown in this page under the 'Involved Contacts' label.

Please note that the lead you linked will no longer be available in the 'Leads' tab.

Got questions? Post a comment below or write to us at support@distributedsource.com