- Lead - "Referred by" box
- Contact - "Referral Partner Number"
- Contact - Automaticly updating numeric field increasing by 1 each time a lead referred by this contact is converted into an Account.
How can I make this?
Also, is there a way to have a tabbed window which shows the referral activity, current number of partners, current number of accounts from referals, or anything of that nature?
답변 8개
Sounds good. So all you'll need would be:
"Referred by Contact Name" field on your Lead page layout, which would be that Contact Look-up field (so it will allow you to look up an actual Contact record in the system to select).
And...
Your "# of referred Leads converted to Accounts" field on your Contact page layout that will auto increment - the auto-increment would need to be taken care of by a trigger.
