As many of you have encountered there is no relationship between leads and Accounts in Salesforce. This causes multiple problems for Account Based Marketing and Account Centric Sales initiatives within your organization. Building a Lead to Account Relationship will enable users to:
- Route Leads based on Account Owners or other account parameters.
- Provide Account Views from Leads.
- Provide Lead Views from Accounts.
- Build Reports and Dashboards showing the Leads from particular accounts.
AccountPals Lead to Account Relationship builder will help you overcome this limitation.
Below is a quick demo video of this feature.