Hi all! Just started my 30 day trial of the cloud solution, and the setup has generally been going very well, except now I'm stuck: when converting a lead into an opportunity, how can I automatically copy the "Account" and "Contacts" from the lead to the opportunity?
I read the below post:
> "If you have created the same fields with same names on both Lead and Account, then you can just go to administration > entity manager > account > layouts > convert lead and just add the field there so when the conversation is done the fields will be populated. "
But it doesnt seem to be working for me, because I cant get those fields to have the same name.
Here's how the relationship is currently setup between Lead and Contact:
Entity Foreign Link Link Type Link Foreign Entity
Lead cLeads Many-to-Many cContacts Contact
And here's how the relationship is setup between Lead and Account (note I have renamed "Account" to "Project"):
Entity Foreign Link Link Type Link Foreign Entity
Lead cLeads Many-to-One cAccount Project
The above relationships were both manually created by me.
The problem is, I am unable to create the same fields in Opportunity. If I try to re-create the relationships, e.g. naming the new relationship field "cContacts" (like in the Lead field), it renames it to "cCContacts" once the relationship is created in Opportunities.
So I'm at a loss - what else can I try? Appreciate any guidance!
I read the below post:
> "If you have created the same fields with same names on both Lead and Account, then you can just go to administration > entity manager > account > layouts > convert lead and just add the field there so when the conversation is done the fields will be populated. "
But it doesnt seem to be working for me, because I cant get those fields to have the same name.
Here's how the relationship is currently setup between Lead and Contact:
Entity Foreign Link Link Type Link Foreign Entity
Lead cLeads Many-to-Many cContacts Contact
And here's how the relationship is setup between Lead and Account (note I have renamed "Account" to "Project"):
Entity Foreign Link Link Type Link Foreign Entity
Lead cLeads Many-to-One cAccount Project
The above relationships were both manually created by me.
The problem is, I am unable to create the same fields in Opportunity. If I try to re-create the relationships, e.g. naming the new relationship field "cContacts" (like in the Lead field), it renames it to "cCContacts" once the relationship is created in Opportunities.
So I'm at a loss - what else can I try? Appreciate any guidance!