Hi All,
I recently created a new field called Territory in the Lead Entity. (CRM on premise 2015)
When users qualify the lead to a contact the territory field is not being pulled through with the rest of the data.
Any help would be much appreciated.
Many Thanks
Wayne
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Hi Wayne,
I don't know if you can check the mappings between the lead and the contact entity relationship and add there the territory field.
However if that's not possible, you can create a plug-in that gets triggered on when the lead is qualified - copy that information from the lead and insert it into the contact.
Hope this helps!
Radu
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