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The recommended Leads workflow
yes, I saw that. Kind of a two-step rocket to be implemented after the normal 'convert-to' module are created, which is probably why they're excluded? I am going to stick with creating regular related lists and business mappings to get around the mandatory fields.

(02-22-2021, 12:05 PM)joebordes Wrote: You have a native business mapping for lead conversion, use that one: go to settings, module manager, leads, mapping and set a value for all your mandatory fields.

I can't set default values for fields in accounts there. I can only select a source field and map that to a destination field, but not all the mandatory fields have a source-equivalent in leads.

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The recommended Leads workflow - Guido1982 - 02-15-2021, 08:49 AM
RE: The recommended Leads workflow - Guido1982 - 02-22-2021, 12:10 PM

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