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Mapping a Lead field in MS Dynamics CRM 4

I need to make some changes to the Lead entity in MS CRM 4. Currenly when a lead is converted to an Account & Contact the "first name" and "last name" fields from the lead populate the "primary contact" field in the Account record. Our company is using the" primary contact" field on the Account record to record the name of the Owner of the company. However when our sales people enter leads the persons name that they use is almost never the owner, but a buyer or other contact.
I would like to create a contact record for the Lead contact but do not want it to fill in the "primary contact" field when it creates an account record.
I was thinking about changing the current "first & last name" fields (on the Lead record) and calling them "Owner first & last name", then adding new name fields for the lead contact person, but how do I get it to create a contact record for the new contact name fields? Is it even possible?

KAOSS

ASKER

Another thought.
What if I were to remove the "primary contact" field from the account form. (just not display it) and add a field called "owners name" to the Lead and to the Account record and map them to each other.
My concern is where else is that "primary contact id" used?
Any suggestions,comments or warnings?
Thanks

Jeff Wight

What about creating a workflow rule that removes the value from the primary contact field on the newly created account? Trigger this on account creation. You could add some evaluation criteria to do this conditionally when the primary contact or account meets some criteria.

KAOSS

ASKER

Thanks for the suggestion, I will give it a try, but again will that effect any other entities or records?

Jeff Wight

Not having the field populated won't hurt you from a system perspective. From the process you described, at some point after the sales person converts the lead to an account, someone else will discover who the owner is and will add that person as a contact. At that point, they could make that new contact the Primary contact. If you wanted, you could create another workflow rule that runs when a contact is created that makes that contact the primary contact for the parent account if the contact title is "owner".

KAOSS

ASKER

That sounds like what I want to do, and yes we could have someone else enter the owners information. But i would have to create a workflow to remove the email address as well and possibly the phone number??? What would that workflow look like?

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Jeff Wight

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KAOSS

ASKER

Ok I will give it a try. It may take me some time for me to get to this so I will close the question and if I cant get it to work I will open a new one. Thank you so much for all of your help.