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Lead Conversion would be more efficient with Matching Account Names sorted
When converting a lead and a duplicate contact or account record exist in the database, one is given the option to select a matching record from the pull-down list(s) (as seen in the image above).It would be more efficient if this list was sorted. At this moment the list is not sorted and can take quite a while to scroll through the list of accounts with many locations. Ideally this list would be sorted by Account Name then Account Site.
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RikvdW 07/10/07 |
Seems like a similar/duplicate idea as http://ideas.salesforce.com/article/show/64618/ |
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mtlcanuck 08/30/07 |
Yes! This would to make sure you are attaching to the correct account without having to jump back and forth several times to verify. |
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