Converting Leads in Salesforce with Person Accounts Enabled
If you have person accounts enabled in your Salesforce org, there are a few differences about lead conversion that you should be aware of. In this post, I will walk you through a couple things that make lead conversion a little different for organizations with person accounts enabled. I will also give you a couple easy steps to follow to ensure that AMCalc loan schedules flow through the lead conversion process smoothly.
Customer or Lead? Using Status Values to Differentiate
If you are using AMCalc, you know that one of its most powerful features is the ability to define calculator definitions that can be applied to AMCalc calculators on your public Salesforce Communities sites. This allows your company to showcase its product offerings and collect prospect information that your sales team can follow up on. This guide will walk you through using the Status field to differentiate leads from customers.