Skip to main content
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?
3 个回答
  1. 2014年4月1日 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.
0/9000