Investigate moving leads to contacts

codefordenver / rmmfi

2 stars 0 forks source link

Investigate moving leads to contacts #43

Open wdoug opened 9 years ago

wdoug commented 9 years ago

As a member of RMMFI I would like to be able to turn leads, generated by the lead capture form, to contacts so that I can work with contacts in Salesforce

brettevans commented 9 years ago

[ ] Field for how community member found or knows of RMMFI
[ ] Able to self report on lead form
[ ] Able to be filled in by staff member
[x] Moving Leads to Contacts -- without needing the account/company relation --- NOTE: MForce has been working on this

haydenevans commented 9 years ago

To map custom lead fields to custom contact fields Setup>Customize>Leads>Fields>"Map Lead Fields"

haydenevans commented 9 years ago

Per Michael Force, there is no way to get around moving a lead without creating an organization record for that lead. They currently get around this by using First + Last as Organization.