Account not selected when coverting leads

There are 3 options to chose when converting a lead - account, contact and 
opportunity. If you do not select the account, can you do so at another time? 
Is there any way to create the account after converting if it was not 
selected? 
0
Sherrie1 (6)
4/1/2008 3:30:01 AM
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The Opportunity has to be linked to a particular account as it is a 
required field in Opportunity.

The best thing to do is to create a default account and call it "None" 
or anything you like and get the users to set the opportunities that has 
no accounts when creating the opportunities to it as a temp account then 
insert the correct info in the future.

However, it's risky to do it this way as how you would know which 
opportunity is linked to which customer in the future anyway!

if you got no customers then the object should be just a lead not an 
opportunity, i think.

Hope that helped.

-- 

Kamal Hitari
MBSS, MCNPS, MCTS
2B.net Ltd
http://kamalhitari.blogspot.com

Sherrie wrote:
> There are 3 options to chose when converting a lead - account, contact and 
> opportunity. If you do not select the account, can you do so at another time? 
> Is there any way to create the account after converting if it was not 
> selected? 
0
khitari (47)
4/1/2008 10:45:12 AM
Where I'm having the problem is when the user converted the lead he did not 
select account radio button, only the contact and the opportunity radio 
buttons. Is there any way to get an account after the convert lead has been 
done? 


"Kamal" wrote:

> 
> The Opportunity has to be linked to a particular account as it is a 
> required field in Opportunity.
> 
> The best thing to do is to create a default account and call it "None" 
> or anything you like and get the users to set the opportunities that has 
> no accounts when creating the opportunities to it as a temp account then 
> insert the correct info in the future.
> 
> However, it's risky to do it this way as how you would know which 
> opportunity is linked to which customer in the future anyway!
> 
> if you got no customers then the object should be just a lead not an 
> opportunity, i think.
> 
> Hope that helped.
> 
> -- 
> 
> Kamal Hitari
> MBSS, MCNPS, MCTS
> 2B.net Ltd
> http://kamalhitari.blogspot.com
> 
> Sherrie wrote:
> > There are 3 options to chose when converting a lead - account, contact and 
> > opportunity. If you do not select the account, can you do so at another time? 
> > Is there any way to create the account after converting if it was not 
> > selected? 
> 
0
Sherrie1 (6)
4/2/2008 7:47:00 PM
Reply:

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