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Bug with linking a converted lead to an account

Omar Conte

I've created a lead "Lead 1" and I've converted it to "Account 1".

I've created "Account 2" and on the Lead section of this account, I've linked "Lead 1".

Now, when I go to "Lead 1" I see it has been converted and that it refers to "Account 1", but if I click on the link to "Account 1", I get to "Account 2".

On "Account 1" the link to "Lead 1" disappeared.

Basically, on "Lead 1" I see the name of the linked Account is "Account 1", but the ID in the link is the one of "Account 2".

Have you ever experienced this?

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  • Yes, this is the default behavior.

    Lead has the text field account_name and the id field account_id. When converting a Lead it tries to create the Account record based on field account_name and it saves into account_id its respective id.

    When you link Account 2 with that converted Lead it only updates the field account_id once account_id and account_name are not related each other.

    The relationship between Accounts and Leads is 1:M, that means, 1 Account can be related to several Leads but a Lead can only be linked to a single Account.

    In short words, you can catch several business cards from different people which works on the same company. That means: the Account is the same one but there are several Contacts under that Account. Each Contact were generated from individual Lead but all the Leads have generated the same Account.

    Regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
Reply

  • Yes, this is the default behavior.

    Lead has the text field account_name and the id field account_id. When converting a Lead it tries to create the Account record based on field account_name and it saves into account_id its respective id.

    When you link Account 2 with that converted Lead it only updates the field account_id once account_id and account_name are not related each other.

    The relationship between Accounts and Leads is 1:M, that means, 1 Account can be related to several Leads but a Lead can only be linked to a single Account.

    In short words, you can catch several business cards from different people which works on the same company. That means: the Account is the same one but there are several Contacts under that Account. Each Contact were generated from individual Lead but all the Leads have generated the same Account.

    Regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
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