How to relate a sales prospect table to Builder and Homeowner table by pulling sales lead info when sale is WON.

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I've created a sales lead table that includes activities, customer info, prospect value and any special notes written along the way.

If the prospect is WON and we now have a job, I need to add it to the homeowner table or builder table. How do I pull in all of the existing information from the file in sales lead table so I can easily convert a prospect to an actual customer?

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Naomi

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Posted 3 years ago

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If all leads are to be put through the same "Sales Funnel" with no lead ever skipping that stage, then I suggest to make a Relationship where 1 Sales Lead has many homeowers. In fact it will only have 1 child record.

Then just add lookups to bring down the fields you need down to that record.

Set s field like Sales Lead Name as the Proxy field on the Field called [Related Sales Lead] and put it on your Homeowners form.

It will then act as s hot link back to your sales lead record.   On the sales lead record you can put the Report link field which the relationship created, on the firm, so you can hit link from a sales lead to the homeowners record.

If the Builders table is another table then repeat that process.

That way the two child tables will always have consistent info pulled down from a common source.
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Naomi

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I attempted this and perhaps I did it wrong...
I set up the relationship where 1 sales lead has many homeowners. I then added lookup fields that should fill in email, phone and address when a sales lead is selected. Nothing populates however, and so I'm forced to manually type in all of the information again (that had already been completed in the sales lead file).

Ideally, the sales funnel stage is required for all homeowners and once the sales lead is "WON", a dynamic rule is in place to then have an option to "Add homeowner". This takes you to the homeowner table where you then reference the sales lead in the drop down selection and email, address and mobile all autofill by pulling from the sales lead file.
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Did you put the new lookup fields on the homeowners form?  Did you put the field for Related Lead or better yet its proxy field on the form?  Did it populate the related sales lead when you click on Add Homowner on the Sales Lead record?