Automatic check if contact exists for lead

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  • malg
    Junior Member
    • Jun 2023
    • 25

    Automatic check if contact exists for lead

    Heya team

    We have people who watch the leads but when they are converted they change to a contact - all seems fine.

    But is there some way for the system to check if a lead email is now a contact (.e.g they directly purchased and became a contact) so that our sales folks don't have to search for emails in the system to see if they have already setup an account so we don't chase them?

    Bw

    Mal
  • dreginald
    Senior Member
    • Sep 2018
    • 138

    #2
    You can check by using formula record\findOne or record\findMany​ https://docs.espocrm.com/administrat...#recordfindone

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