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Data Quality-Force Account Editing after Lead Conversion
There is very basic information in a Lead. When that lead is converted, an account and a contact are automatically created and saved. The account rep may not go back to edit the account leaving several required fields empty. Databases would be more complete if upon lead conversion, the account rep was immediately directed to the edit account screen to fill in the remaining required information.
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recently promoted by:
- anndavis
- kimberlyj
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