Link leads created as a campaign response from referring accounts/contacts to the referrer RRS feed

  • Question

  • Hi

    We have a client who is creating a campaign to target existing customers. We use campaign responses to track responses. Sometimes this results in new opportunities for that client but at other times they refer another company as a prospect. Using standard functionality we enter this new customer details into the campaign response, then convert the response to a lead (and thereafter convert lead to new account/contact/opportunity).

    We want to be able to link the lead to the referring company. The campaign response has the company name etc (and we're also planning to change the Response Code drop down to show Referral. But there seems to be no relationship other than the name between the new lead and the campaign response which would let us show the relationship between the referred lead and the existing customer. The lead is related to the campaign fine, but it is the referrer we want.

    Any ideas on this. I am not even sure I could do this using a plugin triggering on say Lead Create and we really want to do out of the box.



    Tuesday, March 4, 2014 4:07 PM