I am having difficulty in troubleshooting how notes and emails attached to a Lead to flow through to the Account.
The notes and timeline feed through fine from Lead to Opportunity exactly but not two the Account (that has the same primary email address) and connection.
Is anyone in a position to provide guidance and suggestion with this.
I have a custom BPF that flows from Lead to Opportunity to Account.
But you mentioned before: two account(same primary email address)? connection?custom BPF?
--Can you explain in more detail? Or can you provide screenshots?
I hope you can mark my answerverifiedif it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah
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