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bharath kumar mandava 님이 #Sales And Marketing에 질문했습니다
when we convert a lead to an account it automatically picks the "PROOF" RECORD TYPE  for the new account.  Is there any way for us to choose which account  RECORD TYPE the lead should be converted to before creating the new account?
답변 3개
  1. 2014년 4월 1일 오전 10:25
    +1 @Subra -- when a User does a Lead Convert, the record type used is the default record type for that User.  As an Admin, you can write the Workflow Rule Field Update to set the record type.
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