Dedicated unique name field for Leads

General Description

To assist users in searching and maintaining Leads, should the CRM add a new field to store the name of the Lead record as unique from the name of the business?

Current Functionality

The Magaya CRM currently stores two fields when naming a Lead:

1. Name - this field will be displayed as the name of the Lead record and, when the Lead is converted, populate the name field in the created Contact record.

2. Company Name - this field displays in the top left hand corner above the Lead name field and, when the Lead is convered, populates the name field in the created Account record.

For more information about the Lead conversion process in the Magaya CRM, please visit Magaya CRM: Convert a Lead in the Magaya Knowledgebase.

Future Functionality

Add a new field to store the name of the Lead as unique from the Name nad Company Name fields used in the Lead Conversion process. This will result in three fields in the Lead:

• The current Company Name, which becomes the Account Name

• Update the label in the current Name field to read "contact name" and this becomes the contact's name

• Add a unique Lead Name field that is just the lead records name and goes no where when the record is converted.