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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 Ahmad Saud

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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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Mahendar Pal 45,095 on at

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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,

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

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Ahmad Saud 790 on at

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Thanks

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