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HNT_Neo
Custom Lead to Custom Opportunity Record Type
We have 3 Lead Record Types: Interior Extended Conversion, Interior Quick Convert and Interior Trad Show Lead
If we create any of the mentioned leads and then convert them to an Account and Opportunity using the convert button, is there a way to specify which type of account and opportunity it will be saved as?
For example:
If the lead record type is "Interior Quick Convert" it should map to:
1. Account Record Type: Interior Contractor
2. Opportunity Record Type: Interior Quick Convert Opportunity
Another example:
If the lead record type is "Interior Extended Conversion" it should map to:
1. Account Record Type: Interior Contractor
2. Opportunity Record Type: Interior Contractor
Any direction on how to accomplish this would be appreciated.
Thanks!
JH
If we create any of the mentioned leads and then convert them to an Account and Opportunity using the convert button, is there a way to specify which type of account and opportunity it will be saved as?
For example:
If the lead record type is "Interior Quick Convert" it should map to:
1. Account Record Type: Interior Contractor
2. Opportunity Record Type: Interior Quick Convert Opportunity
Another example:
If the lead record type is "Interior Extended Conversion" it should map to:
1. Account Record Type: Interior Contractor
2. Opportunity Record Type: Interior Contractor
Any direction on how to accomplish this would be appreciated.
Thanks!
JH
Cheers,
L