Announcement

Collapse
No announcement yet.

Convert Lead To Opportunity - Name Not Carried Forward

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

  • Convert Lead To Opportunity - Name Not Carried Forward

    When I convert a Lead to Opportunity the 'Name' is not carried forward ...

  • #2
    Could you show a screenshot?

    Comment


    • #3
      HI - yes ...

      Comment


      • #4
        OK, I worked out that the I needed to create fields in the Opportunity form for title, firstName, lastName to mirror those in the leads form for the information to be carried across .... It seems odd that it isn't like that by default...

        Comment

        Working...
        X