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Track Lead Conversions at the Account Level

Status: Under Consideration
by phubbard on ‎01-26-2010 11:55 AM

When a Lead is converted to a Contact/Account, the answers to the qualification questions are stored in a notes record for the Contact, which then rolls up to the Account.  However, finding Accounts that originated from a Lead conversion can have performance issues since you have to search notes.


It would be better to have a field(s) in the Account table that could easily be queried.

by scottdurgan
on ‎02-02-2010 11:59 AM
Status changed to: Under Consideration

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