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How to map Lead fields to Account fields

On Software » Crm

4,274 words with 3 Comments; publish: Mon, 19 May 2008 17:53:00 GMT; (40078.13, « »)

I know you can use mapping to map Lead fields to Account fields, however my

customer wants to do the following :

Creates a Lead (including custom field ent_field01)

Converts to a Contact and Opportunity

Closes the Opportunity as Won and converts to an Account (which should also

include the original custom field ent_field01).

Can this be done?

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  • 3 Comments
    • Hi Agile CRM

      What you probably want to do is add a call out on the opportunity that

      creates a new account record, can I ask why you dont create the acccount when

      you convert the Lead?

      --

      Alistair

      2B.net

      http://www.crmdeployment.co.uk

      "Agile CRM" wrote:

      > I know you can use mapping to map Lead fields to Account fields, however my

      > customer wants to do the following :

      > Creates a Lead (including custom field ent_field01)

      > Converts to a Contact and Opportunity

      > Closes the Opportunity as Won and converts to an Account (which should also

      > include the original custom field ent_field01).

      > Can this be done?

      >

      #1; Mon, 19 May 2008 17:55:00 GMT
    • Hoped I wouldn't have to do a call out. The reason why I don't create the

      Account record on converting the lead is because the business does not

      consider an Opportunity as a lead until that opportunity is 'Won'.

      I did have a thought - can I Re-activate the Lead record and convert it

      again but this time as an Account? (I do not have access to the system now so

      cannot test)

      Thanks for your input Alistair.

      "Alistaird .crm.todaysummary.com. 2B.net" wrote:

      > Hi Agile CRM

      > What you probably want to do is add a call out on the opportunity that

      > creates a new account record, can I ask why you dont create the acccount when

      > you convert the Lead?

      > --

      > Alistair

      > 2B.net

      > http://www.crmdeployment.co.uk

      >

      > "Agile CRM" wrote:

      > >

      > > I know you can use mapping to map Lead fields to Account fields, however my

      > > customer wants to do the following :

      > >

      > > Creates a Lead (including custom field ent_field01)

      > >

      > > Converts to a Contact and Opportunity

      > >

      > > Closes the Opportunity as Won and converts to an Account (which should also

      > > include the original custom field ent_field01).

      > >

      > > Can this be done?

      > >

      > >

      #2; Mon, 19 May 2008 17:56:00 GMT
    • Yes I see now that it is simply a case of re-activating the lead record.

      "Agile CRM" wrote:

      > Hoped I wouldn't have to do a call out. The reason why I don't create the

      > Account record on converting the lead is because the business does not

      > consider an Opportunity as a lead until that opportunity is 'Won'.

      > I did have a thought - can I Re-activate the Lead record and convert it

      > again but this time as an Account? (I do not have access to the system now so

      > cannot test)

      > Thanks for your input Alistair.

      >

      > "Alistaird .crm.todaysummary.com. 2B.net" wrote:

      > > Hi Agile CRM

      > >

      > > What you probably want to do is add a call out on the opportunity that

      > > creates a new account record, can I ask why you dont create the acccount when

      > > you convert the Lead?

      > > --

      > > Alistair

      > > 2B.net

      > >

      > > http://www.crmdeployment.co.uk

      > >

      > >

      > > "Agile CRM" wrote:

      > >

      > > >

      > > > I know you can use mapping to map Lead fields to Account fields, however my

      > > > customer wants to do the following :

      > > >

      > > > Creates a Lead (including custom field ent_field01)

      > > >

      > > > Converts to a Contact and Opportunity

      > > >

      > > > Closes the Opportunity as Won and converts to an Account (which should also

      > > > include the original custom field ent_field01).

      > > >

      > > > Can this be done?

      > > >

      > > >

      #3; Mon, 19 May 2008 17:57:00 GMT