I have some custom fields unders leads. I need these same fields also to be shown when I convert the lead in to an account or an Opportunity. It appears I can map the custom lead fields only to an account or to an Opportunity but not to both?
2 Antworten
You can map the custom Lead fields to custom fields on the Account. Then create Formula fields on the Opportunity that display the values in the custom Account fields (you don't need to be on EE or UE, or use Workflow Rules for this)
