Hi eveybody,
In our business process, leads are often created from an existing accounts.
How can I update the "originating lead" field of the already created account with the information of the lead I report it to?
The default process links them immediately after the lead qualifies for a new account. But I need to create the account before the lead qualification. Is it possible?
Thank you very much.
Hi FedericaD,
Unfortunately, the Originating Lead field can only be changed in the Create of Account, but not in the Update of Account.