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Move stackeholders from Leads to Accounts

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Posted on by Community Member Microsoft Employee

Hello,

When I change my lead into an account, I had to use "mapping" to move my custom field (new_comment for example).

Now I would like to move the stakeholders also. I read some documentation about connection and connection roles but couldn't find the way to "map" them.

Am I clear enough?

Any help is appreciated!

Thanks for reading,

Gabriel

PS: I also try to move my competitors but as it's a N:N relation the "mapping" isn't available :/

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a33ik 84,323 Most Valuable Professional on at

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RE: Move stackeholders from Leads to Accounts

You can't map that data.

If you can write C# then plugin that handles creation of account, checks that this account was qualified from Lead and copies stakeholders should not be a problem.
Community Member Microsoft Employee on at

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RE: Move stackeholders from Leads to Accounts

I can write C# and Javascript plug-ins so programming isn't a problem :)

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