Linking Leads to Organisations and Contacts
We work with large Client organisations and a Client can have many Leads and existing Contacts.
We need the ability to track Leads against existing Organisations.
We also want to avoid creating duplicate Organisations every time a Lead is converted. Because the Organisation field in the Lead record is not validated and you can enter the name in a number of different ways.
I am aware of this post, which has been tagged as Implemented. But this does not do what we need.
Is there anything we can do to set this up? As it is, I am unable to explain to my users a good reason why the Organisation field in the Lead record is not the "Organisation" object. I cannot even rename this field to reduce confusion.
We also need the ability to link a Contact automatically to the original Lead record. Is this possible? Can I easily see the Lead "ancestor" for a Contact?