How to Add / Map contact in lead section with first name and last name
Hello Team,
I have been working on a requirement where the customer needs contact to be added or mapped ( if existing already ) based on first name and last name in Lead section, instead of Contact full name.
I tried doing this with business process, but the value doesn't seems to be reflected in the contact space in lead section. Could you please shed some light on this issue, as if there are any other way of getting this done?
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Are you referring to importing leads? Or creating a contact from a lead? Can you explain more about what you're trying to accomplish?
Dear Halludeen,
1. If you are creating contact from lead manually from the lead page, please consider doing it using Contact container, which opens contact page, where you can fill in separately first and last name.
2. If lead is created from landing page, you can achieve such task in following way. Create new fields in Lead object: First name and Last name. Create a new custom version of the Lead Qualification business process. There is the ProcessContact method you can indicate custom fields from lead (last name and first name) and how they should be proceeded when creating contact. The new version of the Lead Qualification process should be indicated in the new version of Lead Management process http://prntscr.com/mbmjot
A new version of Lead Management process should be indicated in the "Lead management process" system setting.
Regards,
Anastasia