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Microsoft Dynamics CRM (Archived)

how to restore "Existing Account" field on the Lead business process

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Posted on by 790

dear all

on the original lead-to-opportunity BPF, there was a field called "Existing Account", "Existing Contact"...

this out-of-the-box BPF was delete, now i need to have it again and i could not see any field to use it with these names (existing account/contact).

please help./

thanks,.

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  • Ahmad Saud Profile Picture
    790 on at
    RE: how to restore "Existing Account" field on the Lead business process

    Thanks

  • Verified answer
    Mahendar Pal Profile Picture
    45,095 on at
    RE: how to restore "Existing Account" field on the Lead business process

    Hi Ahmad

    It use existing parent relationship, so it use parentcontactid and parentaccountid field, you can use these fields and name them as Existing Contact and Existing Account,

    fieldname.png

    Another easy option could be setup a trial and get this process from trial and import to your organization.

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