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  • Roshan Baig
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SOLVED
3 replies

Lead Conversion with 2 record types in opportunity.

There are 2 record types & Page Layouts in lead (Cash and Insurance) & 2 record types & Page Layouts in Opportunity (Cash and Insurance).

If i create a lead in cash record type , when i convert the lead it should convert to opportunity in cash record type and if i create a lead in insurance record type, it should convert to opportunity with insurance record type.

Please Help
 
SOLVED
3 replies

Lead Conversion with 2 record types in opportunity.

There are 2 record types & Page Layouts in lead (Cash and Insurance) & 2 record types & Page Layouts in Opportunity (Cash and Insurance).

If i create a lead in cash record type , when i convert the lead it should convert to opportunity in cash record type and if i create a lead in insurance record type, it should convert to opportunity with insurance record type.

Please Help