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Log a Call Should Create Event Not Task
We train our users to use Tasks for "to dos" and Events for calls, meetings and other activity that occurs on a specific date and time.
The "Log a Call" feature creates a task. Our users use this to record a call that has been made. It would be helpful to have this feature create an event instead. If other companies want this feature to log a task instead, SFDC could make this an administrator option (preferably configurable by Division).
Allow for Account SEARCH during Lead Conversion
When converting a lead SFDC only offers a picklist of existing accounts that match the Company field. Because of the simple match algorithm, the target account is not in the picklist. You then have to cancel the conversion, edit the lead field "Company" and start the conversion again.
It would be far more efficient to have the ability to SEARCH for an account during conversion. You can then change the search string in order to find the right account. As addition there should be a checkbox to indicate whether a new account should be created.
Because our company uses web-to-leads, I quite often encounter the situation that I have to adapt the "Company" field in leads before I can do a conversion.
Example:
- We have an account "Salesforce" (supplier).
- Someone from Salesforce visits our web site and fills out "SFDC" as Company name in our web form.
- The lead that is generated now has "SFDC" as Company name.
- When I convert this lead Salesforce matches "SFDC" with our existing accounts, but will not find the account "Salesforce".
- So I have to cancel the conversion, edit the lead, change "SFDC" in "Salesforce", save, and convert again.
- Only now Salesforce, finds the account "Salesforce", and I can convert the lead correctly.
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