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Microsoft Dynamics CRM (Archived)

Move a customized field from a lead to an account when the lead gets qualify

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Posted on by Community Member

Hi all,

I created a new customized field (called "new_TipoRelazione") in the entity Lead. It's the same of the field "customertypecode" present in Account.

I would like to move the value of the new field from the Lead to the Account, when I click on "Set as qualified" button, as it happens for other fields (for example Phone Number and Address).

Is it possible? How?

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Tristan 161 on at

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If you edit the relationship between Leads and Accounts you can update the 'Mappings' to map custom fields from one entity to the other. If you go to the Lead entity, then 1:N Relationships, then account_originating_lead and click Mappings, you can then add a new Mapping.

Thanks,

Tristan

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Community Member on at

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Thank you very much Tristan!!!

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