my organization has been using the "Accounts" as if they were "Leads" and Operations wants this changed. (Guess who gets to make those changes?)
After careful discussions with the Sales Director, I have been able to use rules and workflows for all but one thing...
The SD wants the leads to look more like the Accounts. Allow me to elaborate:
He wants a lead card that looks like an account card with the Company detail and have the contacts listed within the lead. SO... when a Lead is converted, it takes all of the CONTACTS with it and keeps them in standard SalesForce Format for Contacts.
In other words; By converting one LEAD to an ACCOUNT, all the people associated with that LEAD go with instead of having to convert each lead individually.
