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ZOHO CRM: Don't want to convert Lead to Account?



User Name: jamest85
Name: James Tang
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Add Date: 03/26/2010
Sometimes, we don't want to convert Lead to Account because the Account might already exists, or we want to create Account directly in that module, how can we do so?
1. We set up the Company Name in Lead to a Not Required field, and then we hide it.
2. So in Lead form, there is no Company field, without that field, when we do the converting, no Account will be created.

Here is the post about: ZOHO CRM: Don't want to convert Lead to Contact?

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