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omarmeza
Account record type update
i have several record types for my clients setup a long the lead, acct, case and oportunity
the question here is how can i do that the record type in the lead follows all the way to the acct
i mean if the lead is record type b and i convert how cani do that the acct opens up as record type b ?
Hi, Did you try making those record types default, lead conversion considers the default record type...i just tried it in my sandbox.
well... as far as i know the default record type will be for the user but i have 14 different record types ....
please correct me if i'm wrong ...
thanks
While creating a new record type, you can make it as defualt for required profiles.