I deal with consultants who name their companies after themselves. Often they are uncomfortable completing a Company Name field. Yet the Company Name field is mandatory.
To get around this I need to be able to lift the First Name and Last Name from the Lead/Contact to complete the Account/Company Name.
Please tell me there is a way to automate the completion of Account Names with the First/Last Name variables. If not.. Please tell me a workaround.
Much appreciated.