Enterprise & Sell

Enterprise & Sell Answers & Best Practices Populate lead value on target conversion

Click here to join this group and curate your SugarClub experience.

Details about this thread

State Not Answered
Replies 2 replies
Subscribers 295 subscribers
Views 862 views
Users 0 members are here

Related content from around SugarClub

Populate lead value on target conversion

Ray Brookes over 3 years ago

Hi there

I have added a new field on the target entity - 'Website'.

I want to automatically populate this value on the lead when it's converted.

I have tried using a A BPM, but can't work out a way to do it.

Any ideas please?

Many thanks

Ray Brookes

Parents

0 Greg Barrass over 3 years ago

If Target Conversion to Leads works similar to Lead Conversion to Opportunities (I haven't tested Target conversion), create a field in the Leads Module making sure it is has exactly the same name as the equivalent field in Targets. It should populate the Leads field on Target Conversion.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Reply

0 Greg Barrass over 3 years ago

If Target Conversion to Leads works similar to Lead Conversion to Opportunities (I haven't tested Target conversion), create a field in the Leads Module making sure it is has exactly the same name as the equivalent field in Targets. It should populate the Leads field on Target Conversion.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Children

No Data