The way our Lead qualification process works, we often may not have a contact name until much later in the process. (Most of what we're using this for is grant applications, and the qualification process is to research and see if we're a good fit for the grant, etc... This doesn't usually involve talking to anyone yet, and in fact many times you can't talk with someone even if you try - there's an application process, and you fill out their forms, and that's it. They often won't really do any one-on-one contact until you're at least under consideration.)
So I'm trying to review the Lead -> Opportunity process to see how we could make it so either the Name or the Company are required, not just the name. And that if the Name was blank, it wouldn't try to create a Contact record. This has led me to the following questions so far:
1. The fullname field on Lead is showing as optional when I look at the solution, and I can't find any business rules that change that. But when I pull up the Create Lead form, it's showing as required. How does this change?
2. I can see the Lead to Opportunity Sales Process in the Process list, and I see how I can change the stages, what's required, etc... And I know I can modify what fields map to the new Opportunity/Account/Contact being made. But is there any way to see/modify the underlying fact of whether or not those records get created under various circumstances?
