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How to add a "leads" field to an account RRS feed

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    Hi there!

    In general you have an "opportunities" field in the account entity, so you can see all the related opportunities to that account. I like to see the related leads also. So I need to create a "leads" field in an account (in the sales section, under the "opportunity" field, preferable). Do I need
    to create some kind of relationship? If yes, what kind of relationship?

    Thanks in advance!

    Bernhart

    Friday, March 5, 2010 10:25 AM

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    Did you create a new relationship for this? I just tried it on the Demo VPC and with a new relationship between Lead and Account it worked fine.

    Leon Tribe
    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, March 8, 2010 11:15 PM
    • Marked as answer by Jim Glass Jr Thursday, March 11, 2010 4:19 PM
    Monday, March 8, 2010 11:15 PM

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    Each account has the orginiting lead field, which tells from which lead it was created.

    account.originatingleadid Property

    Gets the ID of the lead from which the account was created.

    This is readonly Field. you can add this property on MS CRM Account form, An Account can only be created from one lead at a time

    But if you want to create a relationship between lead and account, you can create a custom relationship defining your behaviour.

    Muhammad Ali Khan
    My MS CRM blog
    Friday, March 5, 2010 10:41 AM
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    The problem is, that in our company we have several leads related to one specific customer (account). So I've added the "customerID" field
    to the leads form, just like the the opportunity form, to relate a lead with a customer.

    The issue is, when you open an account with several leads/opportunities you only have the possibilty
    to see the related opportunities and not the related leads. I need to have a field in the account entity with the possibilty to see all related leads.

    I have no idea which relationships I have to create, to make that happen. Do you maybe?


    Friday, March 5, 2010 11:09 AM
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    Hey,

    I hope you have create 1:N relationship between Account:Lead ???
    If yes, you should get "Lead"(Name that you have given while creating relationship) link to left navigation in Details in Account and from there you will get Leads corresponding to that Account.
    Mahain
    Friday, March 5, 2010 1:10 PM
    Moderator
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    Hey,

    I have the "Leads" field in the accounts now, but the "leads" field in Account doesn't automatically updates the corresponding leads. You have to add the leads manually after creating a lead.

    Friday, March 5, 2010 4:04 PM
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    I may be misunderstanding you but if you create the Lead from the Account record, it should link them automatically.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Monday, March 8, 2010 12:47 AM
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    Yes, I thought so too, but by adding a relationship 1:N between Primary: "account" to "leads", I've only added the "leads" field in the account (details). If I for example create a lead and add an account to the lead by means of the "customer id" field (I had to customize that field), I don't see it apear in the "leads" field in the account. Do I need Javascrip to make this happen or?
    Monday, March 8, 2010 9:21 AM
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    Create a 1:N relationship between account and lead. Publish. Go to an account, click on the leads area on the left and click the 'New' button. The lead should be automatically linked. I don't know why you're hacking customer entities.

    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, March 8, 2010 12:26 PM
    Monday, March 8, 2010 12:26 PM
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    Yes I know the lead should be linked automatically but that's the problem, it doesn't. I'm not hacking customer entities, I'm just saying that I applied a field to the "new leads" form which make's it possible to add a customer (account) to a lead (because normally you can't). After creating a N:1 relation, the lead should be automatically linked to the account, but it doesn't. You have to add the lead manually by means of the field "add existing lead".

    Bernhart

    Monday, March 8, 2010 3:55 PM
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    Did you create a new relationship for this? I just tried it on the Demo VPC and with a new relationship between Lead and Account it worked fine.

    Leon Tribe
    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, March 8, 2010 11:15 PM
    • Marked as answer by Jim Glass Jr Thursday, March 11, 2010 4:19 PM
    Monday, March 8, 2010 11:15 PM