convert activity to account

Last post 08-24-2008 5:27 PM by faninteractive. 0 replies.
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  • 08-24-2008 5:27 PM

    convert activity to account

    I am creating a quick campaign for Leads. This creates a phone call activity for my sales reps to call. I would like that once they complete their phone call successfully, a Contact/Account/Opportunity is automatically created.

    I have set up a workflow to automatically do this, however, because the REGARDING on the phone call activity is the quick campaign and not the Lead, I can not pass the variables from the Lead to create a new Contact/Account.

    I would like to keep the campaign responses to track success (hence the need for a campaign), but I would like to make it as simple as possible for the sales reps (hence the automating of creating the new Contact/Account based on a lead).

    Any help would be appreciated.

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