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ReportHi,
I guess I managed to design a working solution, but not sure if there is a better approach which I'm not aware of.
This is an illustration of what I'm trying to achieve, i have create 2 custom entities:
- Division (with 2 text fields)
- Division Supplierwith :
- lookup to account (filtering on supplier type)
- lookup to division
plus few other date and currency fields
my intention is to create these records against the lead, so when qualified I can access them from opportunity and customer(Account) so I added the following 1:N relationships to Division Supplier from :
- Lead
- Opportunities
- Customer
Am I on the right track ? and how to assign these records to customer once lead is qualified ?
Thanks in advance :)
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