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sgillelandsgilleland 

Question About Objects

I am starting from scratch and would like to get an opinion or two.

 

I am a direct writer insurance company and will be using SF as a B2C model.....what is the best approach on that?

 

Secondly, I want to bring leads into the system via a post from our lead provider......Is there a way that I can set up different Tabs for a lead....for example, I would like to have one section that has Auto information, one section to have Driver information, another section on previous Claims, etc...  Or do I just have to create it all on one lead form and then split it up when I convert that lead to a contact?  

 

At the point that they are a contact, would it be best to have a seperate object for each?

 

Thanks,

Skip

JJoshiJJoshi

For your second question:

 

It is best to use different sections for your requirement. You can easily create new sections in Leads Page layout. Once you have finished creating custom fields, adding them to Page layout, Adding sections and dragging custom fields in the relevant sections, you can map the Lead fields to the relevant object fields (Account, Contact, Opportunity etc).