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Urgent help: Lead conversion without contact
Hi,
in a org of my customer, when I convert a lead in opportunity, this not have a contact but in releted list I see "Contact Role". Why? In that way can I have Contact field enhanced? For this reason the workflow email not run. Can you help me?
in a org of my customer, when I convert a lead in opportunity, this not have a contact but in releted list I see "Contact Role". Why? In that way can I have Contact field enhanced? For this reason the workflow email not run. Can you help me?
When you convert a lead, the standard lead fields are automatically converted to the account, contact, and opportunity fields. Custom lead fields are converted to custom account, contact, and opportunity fields as specified by your administrator.
Not only can you not add custom fields, as you noticed, but there is no "Contact Role" related list on the actual Contact page so you can see what roles a given contact has in multiple organizations.
I would advise you to create your own Contact Role custom object (Setup > App Setup > Create > Objects). You can add custom fields and customize the related list view to your heart's content.
Please let me know if this helps
Best Regards
Naga Kiran