I'm creating a Sales Agent which will capture prospect information and create a lead record. I don't want agent to ask for Company as I plan to convert this lead to Person Account but I'm unable to edit this configuration.
I have given Person Account record type access to the Agent user as well.
I'm following
this documentation. Is there anything I'm missing?
2 answers
Hi @Abhishek R, I am working with the lead object. My issue is specifically with the Company field. I need the agent to stop asking for it so I can streamline the process for Person Accounts. I'm stuck on how to customize that field list.
