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Lloyd Ruz
Linking Contact/Lead Records with a Lookup Field to indicate Referer/Referree relationship
Our business model works on referrals, and I want to be able to link a Contact or Lead to the Contact who referred them to us.
Eg. Ben refers Tom
We create a new lead for Tom to be followed up. This lead has a look-upfield, "Referred by" which links to Ben
Ben's contact also has a field "Referral # (i.e. there would be around 3 fields with the same function)" which links to Tom's lead
Is this possible?
Eg. Ben refers Tom
We create a new lead for Tom to be followed up. This lead has a look-upfield, "Referred by" which links to Ben
Ben's contact also has a field "Referral # (i.e. there would be around 3 fields with the same function)" which links to Tom's lead
Is this possible?
I don't believe its possible. Without some visualforce and apex that is.
All Answers
This is possible with some Apex code. If you are looking to accomplish this by using point n click functionality, I don't believe you can.
There is also some architecture considerations that you should account for. If Ben refers 4+ people, then there are not enought fields to hold the leads for those 4 referrals. It is not efficient to keep adding fields to provide more referral slots.
I am not sure why you need the link back to the referral(lead), but if its just for visibility, you could just add a related list at bottom of the contact that will show all related referrals (leads) made by that contact.
Good luck with your solution!
Yes, that is correct. Once you do that, you will be given the option to add a related list to the Contact showing the Referrals made.
When you create a field, you enter 2 names, label and API name.
For the Label enter: Referred By
For the API name enter: Referred_By
Let me know if you still get the error.
I don't believe its possible. Without some visualforce and apex that is.