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CYTEXONECYTEXONE 

Converting a Lead to an Account Customization

Hello,

I was curious if anyone knows how to program this.

When we convert a Lead to an Account we would like to set the Account type to a certain value. I cannot find how to modify the Convert screen or anywhere else to perform this function.

Thanks so much

Dan
MKPartners.comMKPartners.com
I believe that in the current release, the only way to do this is to modify the Account Type field to use your desired value as the default value.


TonkaCruiserTonkaCruiser

You could use a custom link to create an account with the company name and the values you want.  Then when you convert the lead you can merge it with the now existing account.  It's an extra step but would result in what you are looking for.

Chris