How to Connect Lead Industry to Account

(0) Share

Report

Posted on by Jeremy Barstead

Hi,

I recently changed dropdown options for the Industry Field on the Leads and Accounts Cards.
However, now I've noticed that when I qualify the lead the Industry does not auto populate the Account Industry.

What is the best way to do this?

Thanks in advance!

Categories:

Leads or Opportunities

Accounts or Contacts

All responses (2)

Answers (0)

Jeremy Barstead 15 on at

Like (0)

Report

RE: How to Connect Lead Industry to Account

Hi Haig Liu ,

Thanks for your response.
I followed the instructions to step 8, however, when selecting the Source Entity Field and the Target Entity Field, there is no Industry option under "Target Entity Fields".

Full disclosure: I accidentally clicked on the "More Actions" dropdown and selected "Generate Mapping" so I am not sure if that is why I cannot find the "Industry" option under "Target Entity Fields".

Is there a way I can add Industry to the "Target Entity Fields" list?

Thank you,

Jeremy
Suggested answer

Haig Liu Microsoft Employee on at

Like (1)

Report

RE: How to Connect Lead Industry to Account

Hi Jeremy Barstead,

It sounds like it is necessary to create power automate.
But please try this first:

https://ledgeviewpartners.com/blog/auto-populate-opportunities-lead-data-dynamics-crm/