Hi! Wasn't there a convert option for the leads module? I remember I once saw a workflow rule to convert my leads into contacts / accounts / deals. Was it replaced with the "create record" option? If so... what happens with the lead once the rule triggers the creation of contact / account / deal ? I don't want to have duplicate records. I hope yoyu can help me! :)
Hi Marioviews, We answered your question in this week's episode of the CRM Zen Show. Click here to jump to our answer - ruclips.net/video/uuocVPPe-_0/видео.html
Hi! Wasn't there a convert option for the leads module? I remember I once saw a workflow rule to convert my leads into contacts / accounts / deals. Was it replaced with the "create record" option? If so... what happens with the lead once the rule triggers the creation of contact / account / deal ?
I don't want to have duplicate records.
I hope yoyu can help me! :)
Hi Marioviews,
We answered your question in this week's episode of the CRM Zen Show. Click here to jump to our answer - ruclips.net/video/uuocVPPe-_0/видео.html