+3
Under review
Keith Edmunds 5 years ago in User interface • updated by Matthew Gow (Community Facilitator) 5 years ago 1
When converting a Lead to an Account, any information entered in the "Company" textbox on the lead should be copied as the default Account name.

Answers

Answer
Under review
I agree. Our most common use case is that a lead signs up via our web form. The we form captures a variety of detail including contact, account detail, interests and so on. We then do some follow up and we may subsequently wish to convert this material into a contact and/or account. But we don't wish to lose any of the information captured during the lead process.... not just the account name.
PINNED
Actually, I don't understand why Leads are stored in their own table. Why not store them in accounts and contacts with an accounts.category of "lead"? Converting the lead would then simply be a question of changing the category: no information (company name, notes, telephone numbers, even tasks) would be lost.
Answer
Under review
I agree. Our most common use case is that a lead signs up via our web form. The we form captures a variety of detail including contact, account detail, interests and so on. We then do some follow up and we may subsequently wish to convert this material into a contact and/or account. But we don't wish to lose any of the information captured during the lead process.... not just the account name.
PINNED
Actually, I don't understand why Leads are stored in their own table. Why not store them in accounts and contacts with an accounts.category of "lead"? Converting the lead would then simply be a question of changing the category: no information (company name, notes, telephone numbers, even tasks) would be lost.