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

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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

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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.
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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.
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