links to converted ops, contacts, account from lead

[gfa]

i find that after i convert a lead to a contact, account, and opportunity that on the lead there is supposed to be links to these converted records at the top on the lead. It seems that on many of my converted leads the link to the opportunity is missing. What could cause this? I used to think maybe it was a capitalization issue since i have a partner that insists on changing account names to all caps whenever he gets a chance, quite rude really. but in some cases the capitalization and account name match exactly -- how is it making these links? shouldnt the link be by record id anyway , not by names?

its a bit frustrating having to click to the account to get to the opportunity from the lead. while i'm at it, why when i search for an account name in the unified search does it not show the opportunities that match that name? again, i have to get to the appropriate opportunity through the account.

i'm running sugar professional ondemand , 4.5.1b

[Romanzote]

Have the same problem in 4.5.0.h. Any Ideas how to fix it???

Roman

[roblaus]

Hi,

I guess that the link was simply not created. Once you press the convert button you also have to check the appropriate check marks at the bottom of the page - otherwise you'll create just the contact and nothing else.

Changing the name of an acount doesn't do any harm as long as the record is kept with the same identifier. It of course will brake any links if your partner deletes the account and re-enters it with the same data.

I recommend to enter a testlead, do the conversion and see what's happening. You might also want to have a look at the database, in the table leads there are fields called opportunity_id, account_id and contact_id. If any of them is blank - no link to the respective entity.

rgds
rl