Replies posted by Filipa_Soares

2 Replies

J
JustinFormer Unbouncer
asked in News and Announcements

[Early Adopters]: Try our New Video Backgrounds Feature!

Fantastic! Count with us!

598
J
6 years ago
J
Jessica_Douglass
posted in Uncategorized

Send leads to specific account in Salesforce

Hi Johnny,  I want to be able to send Leads to SF without a company name, as we have a various lead types in our SF environment that do not require it.  I understand the above method as a mini/basic work around, however this causes my Sales Team issues when it comes to converting leads. (reasons: Leads with a company name (whether it on the page layout or not i.e. a hidden field as you stated above) convert to a Business Account. I require them to be converted into a Person Account (which require the Company name to be BLANK). Any advise on this matter would nice, more so a solution would be perfect ?  Thanks 

4
J
8 years ago

Badge winners

Show all badges
Terms & ConditionsCookie settings