Custom Lead Convert Scenario - SAMPLE

Owned by Jodie Miners
Last updated: Apr 07, 2016

Custom Lead Convert

HT Cheryl Feldman

Universal company has information on the Lead that is pertinent to both Contacts and Opportunities from lead conversion. Make Fields A, B, C, and D pass to both the Contact and the Opportunity upon conversion.

They should pass to picklist fields on the Contact and Opportunity that can be changed on either record after conversion.

 

See Custom Lead Convert Scenario Options - Sample