Announcement

Collapse
No announcement yet.

Leads Integration To Contacts

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Leads Integration To Contacts

    Is there a way to have it where when you convert a lead it turns into an account and adds the person on the lead to a contact and connects them to the account?

    Please let me know.

    Thanks!

  • #2
    Hi

    I'm not sure whether I understand what you need. When you convert Lead you can create account and contact. Contact will be linked to Account.

    Comment


    • Jonathan
      Jonathan commented
      Editing a comment
      I totally thought that you could only click one or the other so that is my fault.
Working...
X