2013:Lead qualification: Not associating newly created Contact to select Account RRS feed

  • Question

  • When qualifying leads in 2013, if I only want to create a contact and add it to an existing account, I delete the company name from the Lead, qualify, then specify the existing company record in the Duplicate Warning dialog box. Doing this will only create a contact, which I want, but the contact isn’t added to the existing Account I specified; it leaves it blank requiring me to open the contact and assign it to the account record. Shouldn’t the contact have been associated to the account I selected and populated in the Duplicate Warning dialog box?  Ideally I would like the Account that I selected be populated on the contact record instead of having to do it manually.  If it doesn't associate in automatically then the Duplicate Warning dialog box is useless.

    Any knowledge of this operation and functionality would be great.

    Alicia Burke

    Thursday, December 5, 2013 6:48 PM

All replies

  • I tried same scenario and seems to working as expected.

    Created Lead :

    Selected Second account on Qualifying lead duplicate warning popup :

    Created Contact with selected account on duplicate warning popup :

    Hope this helps. If you get answer of your question, please mark the response as an answer and vote as helpful !!!
    Vikram Singh. !!!  My Blog

    Friday, December 6, 2013 2:13 AM