• nGenx PM
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So here is my dilemma;

my organization has been using the "Accounts" as if they were "Leads" and Operations wants this changed. (Guess who gets to make those changes?)

After careful discussions with the Sales Director, I have been able to use rules and workflows for all but one thing...

The SD wants the leads to look more like the Accounts. Allow me to elaborate:

He wants a lead card that looks like an account card with the Company detail and have the contacts listed within the lead. SO... when a Lead is converted, it takes all of the CONTACTS with it and keeps them in standard SalesForce Format for Contacts.

In other words; By converting one LEAD to an ACCOUNT, all the people associated with that LEAD go with instead of having to convert each lead individually.


Any help would be appreciated.

Hi, I'm trying to create a custom button to convert leads into accounts, but NOT contacts.


Is there anyway to do this? I don't know how to create Salesforce buttons at all.