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Within the Accounts tab, the New Leap pop up has default fields that are set to be a "person" lead. Can these fields be changed to custom field names based on our sales process that is linked to projects and not people?
1 件の回答
  1. 2016年12月9日 13:37
    That "pop up" is a customization in your Salesforce configuration.  You'll need to talk to your Salesforce Administrator to find out how it is implemented, and what the options might be.
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