Hi @anubha007
Thanks, I just wanted to make sure I understood, so the contacts already exist and now you have an incoming lead. I wasn't sure what your Lead generation channels were, whether these are hot or cold leads, if the Account and or Contact (or if you go by Customers) instead.
If you already had the Contacts in the System and you want to add leads to it, I don't know if you all of customized the Leads Entity/Table or not.
But assuming you have the Contacts Already, you need to first get the Id of the Contact Record with a List Rows.
Once you have the correct record, now you create your Lead Record. Then you Update the Contact Record with the lead LookUp value which you just created.
That's the Master / Child relationship I meant
If you didn't have anything you would
1. Create the Lead and Get the Id
2. Create the Contact, using the Id from #1 to fill in for the LookUp from Contact to Lead
If you have any other records that you need to associate with Lead
1. Create those Records First so you have their Id's
2. Create the Lead using the Id's of those to associate any lookUps
3. Create the Contact
Now some people do it in other order, since they want to capture the Contact information for sure, and that works too, then its just a Hybrid order.
To each him own 🙂
If I have helped you, I would really appreciate if you please Mark my answer as Resolved/Answered, and give it a thumbs up, so it can help others
Cheers
Thank You
Michael Gernaey MCT | MCSE | MCP | Self-Contractor| Ex-Microsoft
https://gernaeysoftware.com
LinkedIn: https://www.linkedin.com/in/michaelgernaey
