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Leads

Rachel Craft

We are a B2B finance company and our leads are businesses, rather than people.  So we don't necessarily need to log a contact straight away.  Is there a way of changing the lead layout so we can log the company name as the lead name and not the contact.  We can then add multiple contacts to the account once we progress things through the pipeline.  

Many thanks 

Rachel 

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  • 0

    Hi  

    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.

    .

    CRM Business Consultant

  • 0 in reply to Vincent Amari

    Hi  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 

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