收藏Meena K (Acrisure) 提问于 #Automation2022年4月12日 17:16Wrong Record Type being created when user converts lead to CSMWhen user converts a lead over to a member of the the other team(both US and CAN) it is defaulting to a Subcontractor record type opportunity. However this should be defaulting to either CMDCAN Retention Sales Record Type OR Retention Opportunity.4 个回答排序按日期排序按最有帮助排序按日期排序加载更多评论...Meena K (Acrisure)2022年4月12日 22:30User has access to the record type through Profile.添加评论撰写回答...粗体斜体下划线删除线项目符号列表编号列表添加链接代码块插入图像附加文件链接 URL取消保存0/9000回复