Update Originating Lead for Existing Account

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Posted on by FedericaD

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.

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LuHao 40,892 on at

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Hi FedericaD,

Unfortunately, the Originating Lead field can only be changed in the Create of Account, but not in the Update of Account.

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