I am creating a referral program within salesforce. I have a customer object called donor referral with these fields: first, last, email, phone, Qualified status reached (checkbox)
And with that, I create 2 lookup fields for Leads and Contacts. (reason for this is my client uses both leads and contact for donors; sometimes it can be 1 of the 2).
So the question is, what happens when a lead that is related to a donor referral gets converted to a contact? Will everything stay normal?
Once a referee reaches Qualified status (gets checked) the lead/contact that referred them gets the credit.