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Stephanie Wong 59
Default Record Type for Lead Conversion
Hi everyone,
Is there a way to make only one Contact record type be displayed in the Lead Conversion (when I have two)? I have one as default record type but users are able to choose any and we don't want that.
Would appreciate your help!
Is there a way to make only one Contact record type be displayed in the Lead Conversion (when I have two)? I have one as default record type but users are able to choose any and we don't want that.
Would appreciate your help!
Your ask seems similar to https://success.salesforce.com/answers?id=9063A000000DpjDQAS
Also see, Map Lead record type to Account record type wherein you can try contact instead of lead
https://help.salesforce.com/articleView?id=000326268&type=1&mode=1
Thanks for the insight. I found this link to be useful: https://success.salesforce.com/answers?id=9063A000000eFPSQA2