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stevensrmiller

Converting Lead to Contact for Existing Account Does Not Add Contact to Acttoun

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If I convert a lead to an account and contact, the account is created properly and the lead shows up as a contact for that account. If I convert a second lead for the same business, the lead shows up on the Contacts pane, but I have to assign it to the Account manually for it to appear on the list of contacts for that account in the Account pane. Am I doing something wrong?

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Hi Steven,

 

I am trying to understand this process as well, I have about 3000 contacts in reflect but how do I get leads imported to the software?

Do I create leads then accounts, then contacts or ?

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