I have an account that has give me a number of Leads.
I want to be able to have the leads listed on the Account's profile, under Leads, so I can see at a glance the names he's provided. I'm not certain how to do this, but this is what I've done.
Updated the Lead's Account field type from Textbox to ChangeButton.DynamicLayout.LBL_DISPLAY_FIELD = ACCOUNT_NAMEDynamicLayout.LBL_ONCLICK_SCRIPT = return AccountPopup();TabIndex=1
I get an error when I click the "select" button on the Lead edit form.
Is it possible to associate a lead to an account?
or did I miss something when I edited?
I tried to associate the leads to the contact's record as well... same result.
Thanks
Its a lot easier than this...
Go to Lead, click Convert Lead
In the Select Account field, select the account to associate the lead with and update.
It doesn't really convert the lead... but it does associate it with an Account.
When the lead IS converted to an account, the lead changes to a contact in the Account that is was first associated with.
