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

[Prasad]

Hi Alan,

> 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


Interesting... if Lead is a Company when converting would you skip creating
Contact?
I assume not. So Contact is essential. This means make the Account
(optional) in Contact.
Have a marker to indicate if a Company or Individual.

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


Contacts can be categorized as Junk when they are not converted and
discarded from the CRM.

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


This might be possible to achieve using the Assigned To (owner)
and transfer during conversion between teams - isn't?

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...


Lead is hidden from view once-converted (as it ends up with Contact)
So best bet is to have Leads-Contact field mapping to carry over history.

This pain is what treat Lead as Contact would avoid - all touchpoints still
preserved.

Regards,
Prasad



On Sat, Jan 8, 2022 at 6:45 PM Alan Lord <alanslists at gmail.com> wrote:

> 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
>
> _______________________________________________
> http://www.vtiger.com/
>
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