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Converting Leads
... Converting Leads Leads usually consist of information about a Person (or people), an Organisation and, potentially, a sales Opportunity . Only ...
Workflow
... Workflow Workbooks supports basic workflow capabilities and has been designed specifically to support common business processes. Example proces ...
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 ...