Results 1 to 4 of 4

Thread: Why wouldn't a lead has a company name ?

  1. #1
    Casio2000 is offline Member
    Join Date
    Oct 2008
    Posts
    10

    Question Why wouldn't a lead has a company name ?

    Hi,

    I am moving from v ..... to sugar and am facing a bit of trouble here. Version 5.1.0a (Build 4837)

    I can't find where to put the lead company name, website and industry.

    I found that these fields are available while creating an account but not for a lead.

    The form we have got these details as required for any lead who is interested in our website.

    Is there anyway around that, or is it an obvious thing I am missing here?

    Thanks a lot for your help

  2. #2
    ALGJames is offline Junior Member
    Join Date
    Dec 2008
    Posts
    1

    Default Re: Why wouldn't a lead has a company name ?

    I would like to know this too.

    It would be nice!

  3. #3
    malcolmh's Avatar
    malcolmh is offline A Sugar Hero | Help Forum Moderator
    Join Date
    Aug 2004
    Posts
    1,712

    Default Re: Why wouldn't a lead has a company name ?

    Hi,

    The account name is already there. You can add the website and industry via studio. If you recreate the two fields in Accounts with the same field names as you created in Leads, the values will automatically be transferred to Accounts when a Lead is converted.

    Hope this helps
    Cheers Malcolm

    Genius4U Limited - Ingenious simple IT solutions for you / Genial einfache IT Lösungen für Sie
    http://www.genius4u.com or http://www.genius4u.de

  4. #4
    gavalmart is offline Junior Member
    Join Date
    Dec 2006
    Posts
    1

    Default Re: Why wouldn't a lead has a company name ?

    Ok.
    But this will eventually force one to fill the Accounts records with company names of leads that eventually does not turn into accounts? So, how do you recognize in the Accounts records, which ones are for real accounts and which ones for leads?

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Help needed on Lead forwarding
    By sawan in forum Help
    Replies: 0
    Last Post: 2008-04-18, 01:44 PM
  2. Help needed on Lead forwarding
    By sawan in forum Developer Help
    Replies: 0
    Last Post: 2008-04-18, 01:41 PM
  3. From lead to order
    By george_bbch in forum Feature Requests
    Replies: 0
    Last Post: 2006-09-26, 02:02 PM
  4. HTTPUnit Create Lead...
    By rje in forum Developer Help
    Replies: 0
    Last Post: 2005-12-20, 04:12 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •