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Topics#Customer ServicePregunta de Olivia Hammon
Olivia Hammon preguntó en #Customer Service
23 ago 2016, 16:20

Lead/Account Link

Hi, I have manually inserted leads with company names- I thought this would create 'accounts' as well so that i could go to the accounts tab and find company names to see the status of various leads within that account etc.... but it doesnt? Does this have to be done separately/manually?  OR is the idea that there are no "accounts" until there is an opportunity created.  
1 respuesta
  1. Jackie Doan (Xede Consulting Group, Inc.)
    23 ago 2016, 16:23
    Hi Olivia,

     

    Leads are a separate object than Accounts. Once a Lead is converted, it becomes one account record and one contact record. You *can* create an opportunity at the time of conversion, but that is not required.  

     

    If  you want to see leads by company name, you can run a lead report, and group by company name. 

     

    Hope that helps!
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