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Microsoft Dynamics CRM (Archived)

Primary Contact on lead qualification to an existing account

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Posted on by 821

If I qualify a lead and select an existing account the primary contact does not get set. What is the best way to go about populating the primary contact in this scenario?

 

Thanks G

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  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    Hello ,

    Seems through  javascript code you can  call web api to retrieve primery contact and set the value.

  • Community Member Profile Picture
    on at

    Hi gman76!

    Is a Contact being created and if so, are they at least associated with the Account?

  • gman0104 Profile Picture
    821 on at

    Yes contact created and they will be the latest

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