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Cases on Leads

Associate a case with a lead.

Prospects who trial the product/service want to be able to log cases against the trial for the lead. At this point in the sales process, the lead is still a prospect and is not yet converted to an Account and a Contact.

hemm 07/06/07	Good idea. Just know that there is no reason an Account/Contact can't be a prospect. Being an Account typically does not make a customer. Won Opportunities is what makes a customer.
nc_user Apr 28	This would be very helpful! We do not convert a lead to an account until we have received a PO, so there is definitely a need to log cases for leads/prospects since they have an urgent need for support during a trial.
tobyhosterman Jul 25	This is definately necessary functionality. Today, we have added a lookup field to the Case so people can relate a case to a Lead, but the cases don't automatically transfer to the contact on lead conversion. So this bandaid is really less than perfect.

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