My company sells products through dealers. However we obtain leads from end users. I want to be able to have a lead that is connected to BOTH the end user (account) And the dealer (account). For every process after the lead (opportunity, quote, order, etc) it should belong to the dealer (account) but always reference the original end user lead.
Here is the flow I'd like to have.
End User Lead entered and saved (creates new account for End User and new contact for End User)
After saving the lead I use a custom field to look up and add the dealer account that we will assigned to the end user lead
After qualifying the end user lead it now becomes an opportunity for the dealer account, but the originating end user lead still being connected throughout any other stages.
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