Magaya Ideas Portal
General Description
Enhance the CRM so that, for Leads where a Group has been assigned, when the Lead is converted any Account and Contact created will get assigned to the same Group value as the Lead has.
Current Functionality
Groups allow users to organize their CRM data, the CRM supports grouping of the following CRM entities:
Accounts
Contacts
Leads
The assigned groups can then be used to filter for records of each entity type. The assignement of Group can be done individually or in bulk, but must be done manually and per record type, for all records in the CRM.
For more information about groups in the Magaya CRM please visit the Magaya Knowledgebase.
Future Functionality
Pass the Lead Group value(s), if added to the Lead recod, to the created records when the lead is qualified:
Contact
Account
Opportunity
Update the Lead Group options to give administrators an option to pass the Group from the Lead or to create any new records without a group when Leads are qualified.
The current structure of the groups within the CRM may have to change so that Groups are not record specific, or that any group created for the Lead entity should have the option to automatically create Groups in the corresponding records above. If a matching group exists, the CRM could populate the records created in the qualification process with the set Group in the Lead. If the group settings do not correspond, then created records will have no Group value.
