Good day…
Currently, we have been adding leads with same organization Name…
Like for example, we have contacts of 5 individuals in one Organization Name.
In current version, we cannot add different contacts in 1 organization in the lead unlike in the customer.
I suggest to make doctype Lead same as the format of customer.
it is becoming an issue when the lead was being converted to Customer since we have different lead numbers for 1 organization with different contact details.
Please take a look into the use case of this.
We don’t want to create customer just to link contacts to the Organization Name.
this is because lead are only potential customers…
Thank you…
Ideally Lead is based on a contact person. You can have multiple leads from one organization. I believe it works same way in other CRM/ERP applications as well.
If you want to track multiple contacts in the Lead, in the ERPNext, you can insert Custom Fields as per your requirement.
The reason for making the leads same format with customer is that, when converting a lead to customer…
From which lead number are we going to convert if we have too many lead numbers for only 1 organization name…
Hope you got my point… And also, only one lead can be linked to a customer…
Thanks…