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Select Services on Lead
#2
All the related information is transfered to the module you select at the bottom of the convert popup: either to the Contact or to the Account, you cannot transfer information to the opportunity.

If I had to change that I would add an option to the LeadConversion Business Rule to indicate which modules I wanted copied to the opportunity. Send an email to info@tsolucio.com if you want a quote for us to implement that.
Joe
TSolucio
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Messages In This Thread
Select Services on Lead - rslemer - 09-08-2016, 07:32 PM
RE: Select Services on Lead - joebordes - 09-10-2016, 11:20 PM
RE: Select Services on Lead - rslemer - 09-11-2016, 12:33 AM
RE: Select Services on Lead - joebordes - 09-11-2016, 08:50 AM
RE: Select Services on Lead - rslemer - 09-11-2016, 01:26 PM
RE: Select Services on Lead - rslemer - 03-06-2017, 04:41 PM
RE: Select Services on Lead - joebordes - 03-06-2017, 09:55 PM
RE: Select Services on Lead - rslemer - 03-10-2017, 01:45 AM

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