Leads

Hi Rachel Craft 

From what you're saying I'm guessing these are all businesses that have not yet been contacted/spoken to by your team yet, therefore the reason for no Contact names?

If that is the scenario, the correct (best practice) would be to have these as a Target (named Prospects in the URL), then use the convert Target option to become Lead once a Contact is established.

What I suggest is to configure the Account name as 'Required Field' and also make it searchable.

Also make Last Name default value to TBC - or whatever else you prefer. Without this, you won't be able to click into the record from list view.

Then also add the Account name into the 1st position in the list view layout

Hope that helps.

Hi Rachel Craft 

From what you're saying I'm guessing these are all businesses that have not yet been contacted/spoken to by your team yet, therefore the reason for no Contact names?

If that is the scenario, the correct (best practice) would be to have these as a Target (named Prospects in the URL), then use the convert Target option to become Lead once a Contact is established.

What I suggest is to configure the Account name as 'Required Field' and also make it searchable.

Also make Last Name default value to TBC - or whatever else you prefer. Without this, you won't be able to click into the record from list view.

Then also add the Account name into the 1st position in the list view layout

Hope that helps.

Hi Vincent Amari it can be a combination of both.  I think I'm going to remove the lead module from our production instance.  It's always felt like it's a round peg for a square hole for us and I think increasing the bespoke nature of the accounts module would work better for us.  

Thank you so much