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Hi
I would like to get the data from an Account into a Lead.
When creating a lead and a company account selected, it will auto fill the Annual Revenue, Description and Company size.
Appreciate your great help.
Cheers
HarHar
Hi HarHar,
You can create one workflow to achieve it.
You mentioned that you selected account in the lead, the field is 'Existing Account'?
Actually, the field named 'parent account for lead' on the lead entity, so you need use the field as trigger and condition in workflow:
--Trigger field
--condition:
--Update leads:
--Save and active it.
--Test:
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