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i like to add lookup for account name in leads instead of company name text box RRS feed

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    how can i replace company name text box at the time of lead recording with account name lookup.

    as all of my customer / accounts are imported in accounts....

    Further also suggest how will i make sure this: if i will convert lead to opportunity and select to create account it should refer to the same account reocrd if it already exist otherwise it should create new account

    thanks

    Sheraz

    Tuesday, April 27, 2010 7:31 AM

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    for the first request, we've provided the answer several times and that is to create the relationship between Account and Lead and add the Account lookup field to the Lead form.

    For the second request, you may want to remove the current Convert Lead button from the Lead display and replace it with a customized button that performs the actions you want.  I stronly encourage you to follow the SDK when you create the customized code.

     

    Regards, Donna

            Windows Live Blog

    Friday, April 30, 2010 2:11 PM

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    1.) Simply add a new N:1-relation between lead and account, remove the old field and replace it with the new lookup.

    2.) That will be more tricky. In order to do that, you'd need to replace the system file that stores all the business logic of the transformation process and overwrite the button on the lead-form to relay your requests to your new file. There you can enter all the business logic you want.

    However, that's an unsupported change! I suggest that you re-think your process and maybe not allow the creation of accounts out of leads.

    Wednesday, April 28, 2010 12:51 PM
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    for the first request, we've provided the answer several times and that is to create the relationship between Account and Lead and add the Account lookup field to the Lead form.

    For the second request, you may want to remove the current Convert Lead button from the Lead display and replace it with a customized button that performs the actions you want.  I stronly encourage you to follow the SDK when you create the customized code.

     

    Regards, Donna

            Windows Live Blog

    Friday, April 30, 2010 2:11 PM
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    Have you considered not using Leads at all but simply create a status reason of 'Lead' for Accounts?

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Monday, May 3, 2010 7:53 PM
    Monday, May 3, 2010 7:53 PM