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Michael Shahid
Leads Field
Three Questions
How can I add the new notes back into LEADS
How can I copy Picklists from LEADS to ACCOUNTS
How do I Link LEADS fields to ACCOUNTS once converted
How can I add the new notes back into LEADS
How can I copy Picklists from LEADS to ACCOUNTS
How do I Link LEADS fields to ACCOUNTS once converted
When you create new notes it does automatically create notes in Leads page.
You can copy picklist values from Leads to Accounts as below:
regarding linking of Lead fields to Accounts once converted --> go to lead fields --> Lead Custom Fields & Relationships --> Map Lead fields.
You can map leads fields to Accounts, Contacts, Opportunities after conversion.
Please mark as best answer if your problem is solved. Thank you.