[Vtigercrm-developers] how to know what lead an account came form?

[Alan Lord]

On 08/01/2022 12:54, Prasad wrote:
> Contacts should have (Type = Lead | Customer)
> When conversion happens change the Type.
> 
> Wouldn't this suffice?
> 
> Is there a reason to have a Leads module?
> 
> Regards,
> Prasad

This is a perfectly valid question. On one hand I can understand this 
rationale and agree with it... But, on the other hand I think there are 
several quite significant differences between Leads and the 
Contact/Account modules:

1. A Lead often represents both an individual AND a company. Having to 
create 2 records (Account & Contact) for an unknown and only possible 
client seems like a waste of time

2. Leads are helpful in that they keep, as yet, unknown and often junk 
data away from core customer records

3. It is easy/easier for admins to track and/or restrict user access 
between marketing and lead generation/qualification and normal 
day-to-day sales activities

4. We have some vtiger systems that have >10 years of data in them. Lead 
records have historical links (by id) to other external IT systems 
within the business, hence why they need to know if/where an Account 
originated from a Lead...

HTH

Al