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Tara Dunlop
Questions about lead conversion in case of an university project
Hi all,
we are working on a project based on students recruitment.
Our client is a Mexican university. Candidates for study programms can fill first a form in order for them to send their data about the Master they are interested in studying to the Secretary. Data, which would be registrated in Salesforce with a Web-to-Lead form.
After lead conversion we all know that this generates a new account, a new contact and a new opportunity.
We are a bit confuse about using Accounts in this project.
It can happen that someone recommends a candidate the Mexican university, it can be a professor, a former student or a friend (a prescriptor).
So, we were thinking as a possibility to use the lead conversion to convert the candidates or leads in accounts (Clients/Customers) and their "prescriptors" as contacts.
Would it be a good approach? if so, is it possible to build this approach in Salesforce?
we are working on a project based on students recruitment.
Our client is a Mexican university. Candidates for study programms can fill first a form in order for them to send their data about the Master they are interested in studying to the Secretary. Data, which would be registrated in Salesforce with a Web-to-Lead form.
After lead conversion we all know that this generates a new account, a new contact and a new opportunity.
We are a bit confuse about using Accounts in this project.
It can happen that someone recommends a candidate the Mexican university, it can be a professor, a former student or a friend (a prescriptor).
So, we were thinking as a possibility to use the lead conversion to convert the candidates or leads in accounts (Clients/Customers) and their "prescriptors" as contacts.
Would it be a good approach? if so, is it possible to build this approach in Salesforce?
Did you manage ti succeed?