• Jess Smith
  • NEWBIE
  • 0 Points
  • Member since 2022

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 0
    Questions
  • 1
    Replies
Hi all,

we are working on a project based on students recruitment.
Our client is a Mexican university. Candidates for study programms can fill first a form in order for them to send their data about the Master they are interested in studying to the Secretary. Data, which would be registrated in Salesforce with a Web-to-Lead form.

After lead conversion we all know that this generates a new account, a new contact and a new opportunity. 

We are a bit confuse about using Accounts in this project.
It can happen that someone recommends a candidate the Mexican university, it can be a professor, a former student or a friend (a prescriptor).

So, we were thinking as a possibility to use the lead conversion to convert the candidates or leads in accounts (Clients/Customers) and their "prescriptors" as contacts.

Would it be a good approach? if so, is it possible to build this approach in Salesforce?