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Automatically matching and allocating leads
We have now created a template script which makes it easy to efficiently handle inbound leads. You will find the Lead Matching and Allocation script in the Script Library . Because it's a script it's easy to adapt it if it doesn't ...
How do I get fields to map / transfer from the Sales Leads to other objects created during the sales lead conversion process?
How do I get fields to map / transfer from the Sales Leads to other objects created during the sales lead conversion process? I have custom fields on the Sales Lead and I need them to be automatically transferred to the People, Organisati ...
Converted leads
When converting to an opportunity, the original lead record stays with a status of either converted or converted - no opportunity. Can these records be deleted or are they required? What purpose do they have (if any) when converted? I'm looking ...