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Microsoft Dynamics CRM (Archived)

Lead - Contact -Account name map

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Posted on by 504

Hi,

On my lead form (has the Account Name), I have a field Contact which is a look up and also has ability to create new contact from here as well.

When I clicked on the create new contact from this look up field, it will open the quick create contact form and this quick create form has the account name field in it... I would like this account name has the account name get from the Lead form

Please advised How can I do this mapping?

Thanks,

Ddee

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  • Suggested answer
    Arun Vinoth Profile Picture
    11,615 Moderator on at

    If you have Lead lookup in Contact, then mapping the Account field of Lead in that Contact-Lead relationship will fix this.

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