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Oliver Newton 님이 #Sales And Marketing에 질문했습니다
I have created some custom fields that sit against the account level. I want to be able to use these fields from the account level and bring them in at lead level (not recreate them again at lead level), so I can capture this information as I am importing leads into the system but retain it when I convert the lead to an account/contact..Or do I have to create the fields at both Lead level and Account level and then create a mapping rule so that when I convert a lead it marries the two together...Thanks?
답변 2개
  1. 2012년 6월 7일 오전 10:47
    EUREKA!!!
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