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Sudeep
Lead 'Convert' Consummation?
When the Leads Object is “Converted” to an account, Opportunity I need the following fields also moved to the Account& Opportunity Objects.
Fields: Lead Source, Lead Source Date, Lead Source Sub, Referrer.
I Want to Add 4 matching fields in Accounts& Opportunity object that exist in the Leads page “Lead Source, Lead Source Date, Lead Source Sub, Referrer”
The four field’s data moved from the Leads Object when it is “Converted” by clicking the Convert button.
Thanks in advance.
Pradeep
Can't you do this by configuring your lead convert settings under Customize => Lead ?
I'm change my "Map Lead field" Settings but it's applicable for only Account Object it's not applicable for opportunity
And also change the lead settings under Customize => Lead i.e Dissable the "Do Not Change Lead Status Values to New Owner's Record Type on Lead Conversion"