We have recently adopted person accounts, we have an issue with when we convert our leads to account that they sre still converting on a corporate level and not person. I have set person accounts as the default.
Below is what i have changed in the account object permissions.
Any help would be appreciated.
7 respostas
Hi David,
When the standard company field in Lead is not blank, it will be converted as Business Account with Contact
You could create a new custom field "Company" and use a workflow to update the custom Company with Standard Company and make standard Company field blank
or you could even replace Standard company field in Web-To-Lead form with Custom field
When there is no value in the Company field, it will be converted as Person Account
Thanks
I hope it helps
