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Adding new account field to leads

Accounts leads custom fields

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#1 Alluuu

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Posted 12 August 2013 - 07:27 AM

Hi,

 

I'm interested to know if it's possible and if, then how it's possible to add a custom field to account for example turnover (I know how to add a custom field to accounts but not the next part:) and then have that same field in leads, so when I convert a lead into an account and a contact, then the turnover would belong to account (like account name or website do)

 

Hope someone can help me with my question.

 

I also posted a search bug in bug reports that didn't get attention: http://zurmo.org/for...shortcommings/ (just mentioning, because I believe it might be imortant)

 

Well thank you for any help,

 

Alari



#2 za336699

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Posted 29 December 2013 - 05:37 PM

Hi,

 

I second this question, but for a slightly different reason.

 

We sell through resellers, and I would like to know whether it would be possible to create a second Account-type field on an opportunity in which a reseller account could be selected, so that an opportunity is connected both to the customer as well as a reseller. Similarly, I would like to add a Manager field on my contacts, so I can note who is who's boss. I think this would be very useful features, and I'm sure others would love them as well.

 

Thanks,

 

Marko



#3 dcwmedia

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Posted 27 April 2014 - 06:41 PM

Did you ever figure this out? I too am trying to figure this out. 







Also tagged with one or more of these keywords: Accounts, leads, custom fields

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