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Thread: Account mandatory while converting Leads

  1. #1
    authenticjay is offline Member
    Join Date
    Oct 2008
    Posts
    6

    Default Account mandatory while converting Leads

    Hi all,

    I had worked on a CRM tool where the flow of Lead to Account was:-
    Lead first gets converted to Opportunity and then Opportunity gets converted to Account..

    Now, while using SugarCRM, i noticed that during Lead conversion we have to mention the Account name too which is a mandatory field. My question is why is there a need for Account while converting a Lead?
    Is there a different behaviour or a different procedure being followed while converting a Lead?

    Plz help me in this..

    Thanks in advance
    regards

  2. #2
    DragonflyMaster is offline Sugar Community Member
    Join Date
    Dec 2007
    Location
    Rimini, Italy
    Posts
    1,421

    Default Re: Account mandatory while converting Leads

    Quote Originally Posted by authenticjay
    Now, while using SugarCRM, i noticed that during Lead conversion we have to mention the Account name too which is a mandatory field. My question is why is there a need for Account while converting a Lead?
    Is there a different behaviour or a different procedure being followed while converting a Lead?
    Actually, when you create a Lead the only mandatory field is LAST NAME.
    Then, when you convert the Lead, LAST NAME remains the only mandatory field.
    If converting the Lead you choose to create an Account (in addition to the Contact), you obviously obtain a second mandatory field that is ACCOUNT NAME. What else would you expect? Yes, you could say an Account Id would be enough, but then, how would you later, when you need to search that account?
    What do you think the cookie monster eats ?

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