• Modules in Lead Conversion that are supposed to be Optional are actually required to move to the next module

    I have a number of custom modules that have been added to the Lead Conversion and are not Required: When I go through the Lead conversion process in v14 or v25.1 Enterprise I cannot create a Contact Role unless I create an Opportunity, and I can't…
  • Lead Conversion: Add mail address to existing contact during duplicate check

    Hello all, I have a problem converting a lead into the contacts module. Initial situation: A contact "Peter Test" already exists in the account "Test Inc. This contact, however, does not have a mail address. Now there is a request from a lead. The…
  • Lead conversion: Opportunity name missing

    I'm currently working on lead conversion. For some reason on a specific instance I have an issue after adding opportunities into the conversion modules. In the convert-results view I can see the Account, Contact and opportuntiy module. For some unclear…
  • Drop Down Value Shows the Key and not Display Value

    Hey Guys, We are trying to have a drop down value on a lead be transferred to a text field on an account during lead conversion. Our code is written below. Naics_sector is the account field and industry_sector is the drop down field on the lead. The conversion…
  • Lead Conversion, copy newly created Account to custom module

    I have a custom module in Lead Conversion which is related to the Accounts module. When a new Account is created during the Lead conversion the Account is not copied over, however, this works for an Opportunity created during the conversion. I have followed…