With person accounts enabled, you can convert leads to either person accounts or business accounts.
1) Leads that don't have a value in the Company field are converted to person accounts.
2) Leads that do have a value in the Company field are converted to business account. It is recommended to you use different lead record types and page layouts to differentiate leads that will convert to person accounts from those that will convert to business accounts. Specifically, remove the Companyfield from the page layouts for leads that will convert to person accounts. Then, make the Company field required on the page layouts for leads that will convert to business accounts.
If you convert a lead and attach it to a person account that someone else owns, that person account owner becomes the contact owner.
If you convert a lead that someone else owns and attach it to a person account that you own, the lead owner becomes the contact owner.
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With person accounts enabled, you can convert leads to either person accounts or business accounts.
1) Leads that don't have a value in the Company field are converted to person accounts.
2) Leads that do have a value in the Company field are converted to business account. It is recommended to you use different lead record types and page layouts to differentiate leads that will convert to person accounts from those that will convert to business accounts. Specifically, remove the Companyfield from the page layouts for leads that will convert to person accounts. Then, make the Company field required on the page layouts for leads that will convert to business accounts.
If you convert a lead and attach it to a person account that someone else owns, that person account owner becomes the contact owner.
If you convert a lead that someone else owns and attach it to a person account that you own, the lead owner becomes the contact owner.
[If it solves your problem , please click like, thanks]
1) Leads that don't have a value in the Company field are converted to person accounts.
2) Leads that do have a value in the Company field are converted to business account.
It is recommended to you use different lead record types and page layouts to differentiate leads that will convert to person accounts from those that will convert to business accounts.
Specifically, remove the Companyfield from the page layouts for leads that will convert to person accounts.
Then, make the Company field required on the page layouts for leads that will convert to business accounts.
If you convert a lead and attach it to a person account that someone else owns, that person account owner becomes the contact owner.
If you convert a lead that someone else owns and attach it to a person account that you own, the lead owner becomes the contact owner.
[If it solves your problem , please click like, thanks]
All Answers
1) Leads that don't have a value in the Company field are converted to person accounts.
2) Leads that do have a value in the Company field are converted to business account.
It is recommended to you use different lead record types and page layouts to differentiate leads that will convert to person accounts from those that will convert to business accounts.
Specifically, remove the Companyfield from the page layouts for leads that will convert to person accounts.
Then, make the Company field required on the page layouts for leads that will convert to business accounts.
If you convert a lead and attach it to a person account that someone else owns, that person account owner becomes the contact owner.
If you convert a lead that someone else owns and attach it to a person account that you own, the lead owner becomes the contact owner.
[If it solves your problem , please click like, thanks]