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mcarey Converting Lead Partner to Opportunity Partner Related List
We are using the Partner related list on the Opportunity due to its relationship flexibility. This isn't available on the Leads object so we created a custom lookup field on Account labeled Partner. When we convert the lead we would like this account to be inserted into the partner relationship table as a partner role. I confirmed this isn't possible through mapping. At worst I was trying to add a validation that a Partner must be added to the related list if the Opp type = Partner but it isn't available in the validation. Any help is appreciated.
Thanks,
Mitch