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Yashar SGJ
Lead converting into one of 3 different types of Accounts
Hello,
I would like to have the option of deciding into what kind of Account I want to convert a Lead, I already have those 3 Account types as well as their record types assigned to Account itself.
The tricky part for me now is having the option of picking one of these 3 accounts as choices once I decided converting a Lead.
I'd be grateful for any kind of assistance.
I would like to have the option of deciding into what kind of Account I want to convert a Lead, I already have those 3 Account types as well as their record types assigned to Account itself.
The tricky part for me now is having the option of picking one of these 3 accounts as choices once I decided converting a Lead.
I'd be grateful for any kind of assistance.
Best Answer chosen by Yashar SGJ
deepak balur 19
You won't be able to manipulate the standard Lead Conversion process but you could programmatically build conditions to create Accounts of the right Account record types.