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Re: Force a lead to CRM

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Hi Jason,

 

I assume you have a dedicated CRM Update program?  The CRM update program is usually configured not to do a force lead creation unless neither a lead or a contact exists.  To do a force lead creation, I recommend creating a dedicated program that fires the Create Lead custom event.  You can also configure that program to only fire if a lead doesn't exist just to ensure duplicate leads aren't created.  Below is a screenshot of a custom program designed to do force lead creations.

 

Screen Shot 2014-06-19 at 8.21.04 PM.png

 

Hope that helps.

 

Cheers,

Ryan


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