So my end goal is to make my Leads Organization-centric.
To do this, I have created a new DocType: Lead Contact, which would allow my Sales Reps to add multiple contacts for each lead, and not have to make a new lead for a person in an existing organization.
If you remember from my previous post: How to remove Contact HTML from Customer and replace with Table , I was having a problem converting my Lead to a Customer, because the Lead Contacts were not getting mapped to the Contact HTML for Customer.
For this reason, I’m trying to link my Lead Contact to Lead with Organization Name in both. (field name: company_name), so i can fetch the values of the contacts with the Organization Name into contacts via the Customer.py file.
For Example:
An organization Frappe (Organization Name) is saved as a lead, and the Contact List(Lead Contact Doctype) has the names of the people at Frappe, i.e., Rushabh, Anand, etc.
I want the Organisation under Contact List(Lead Contact Doctype) to be automatically updated with the name of the Organization added in Lead.
That is: Each person like Anand would have Organization Name as Frappe. (The field should be “read-only”, but i’ll do that once i get it to work.)
Thanks so much for all your help!!