Qualify a lead to an existing Contact and Account how can I set thee accounts primary contact

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Posted on by gman0104

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If I Qualify a lead to an existing Contact and Account how can I set thee accounts primary contact to this contact since it will not do this out of the box

Thank G

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RaviKashyap 55,410 on at

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RE: Qualify a lead to an existing Contact and Account how can I set thee accounts primary contact

You would need to set the Existing Contact field to associate an existing contact record.

Hope this helps.
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Aric Levin 30,188 on at

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RE: Qualify a lead to an existing Contact and Account how can I set thee accounts primary contact

In the Business Process Flow for the lead, in the Qualify stage, there is a box for Existing Contact and Existing Account.

Simply lookup those values and save the record.

When you qualify the lead, these should be set.

Hope this helps.