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Lead Entity Customization RRS feed

  • Question

  • We are using CRM 2011 on premise. The sales leads are currently a person’s name (first and last). Our company’s  sales leads are not a specific person. They are a name of a company.(i.e. a hospital/group). We created a custom field called “Lead Name” where the company name would be entered. We would want “Lead Name” to be the lead id.

    A few specific examples of what we are looking for feedback on how to do:

    1. Having the lead name displayed at the top of the screen instead of the person’s name
    2. Originating lead field in a contact should be the “lead name” instead of the person’s name
    3. Available for use when notifications are sent through a workflow in the “regarding” field.

    Any feedback is greatly appreciated. Thanks in advance!

    Thursday, December 4, 2014 4:52 PM

Answers

  • name is the primary field in Lead and that is shown on the top of the screen (title). There is no supported way of changing the primary field. The same is with the lead lookups ( as regardng or Originating lead etc).

    If this is behavior unacceptable then use OOB Name as the Company name and a create custom field for contact name. This is address all 3 requirements you stated. On lead qualification (when a contact is created) use a plugin to overwrite the contact name with the custom field. Also, CRM uses OOB Company name field as Account on qualification. Make sure the field is filled using script/code so that lead qualification isn't affected.

    Alternately, use a custom button and implement your lead qualification process using the changed fields for your implementation.


    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Friday, December 5, 2014 12:45 AM
    • Marked as answer by dcurran06 Tuesday, December 9, 2014 2:39 PM
    Friday, December 5, 2014 12:45 AM