I have a "marketing type" field in Leads which has 8 options on a drop-down. Now depending on what the value is selected here will define what the "Account Type" field will be when the lead is converted to an Account (there are only 4 account types it can be). I have tried creating objects and lookups etc but just can't seem to get it working
Can someone point me in the right direct on how to achieve what I need to do?
I think you need to create a formula field on your lead object called "Account Type" which looks at the Marketing Type and based on that selection populates this hidden field with the desired account type. You could us a case or If statement in the formula.
Then map that to the account object so it brings that value over during conversion.
