Raise your hand if the reason you’ve avoided using leads is because you couldn’t move your custom object at lead conversion?
(source: Office Clip Art)
We just posted a new free app on the Appexhcange to attach your object to contacts, accounts and opportunities when your lead is converted. Problem solved. Customize the package to add the API name of your object, and you are good to go. The best news, this app is free. Enjoy!
Need some ideas?
1. Attach a “contract” to your lead to store terms and agreements for each opportunity
2. Create an account management plan for leads and use it for a headstart to the final account plan
3. Attach “competitors” to each lead, and move it your opportunity
4. Link partners or resellers or consultants to each lead
Add your ideas to the comments.
