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How to get all contacts related to a lead and attach those contacts to the Opportunity and Account after qualification?

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Posted on by Community Member Microsoft Employee

Hi, we would like to take all contacts that are related to a lead to be attached to the account and opportunity of that originating lead.

We want the contact sub-grids within account and opportunity to show the same data that the sub-grid would show within the Lead form (only related records to the originating lead). Is there a way to grab all contacts associated with the lead and attach them to the opportunity after qualification? What is the best to do this?

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