Timeline for How to convert a Lead to Contact automatically?
Current License: CC BY-SA 3.0
6 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| Jul 22, 2014 at 19:27 | answer | added | sfdcfox♦ | timeline score: 4 | |
| Jul 22, 2014 at 18:08 | comment | added | Mike Mierendorf | We're looking to use the WTL form simply as an inquiry form. Ideally, we'd just have a form feed directly into the Contact object. | |
| Jul 22, 2014 at 17:51 | answer | added | battery.cord | timeline score: 0 | |
| Jul 22, 2014 at 17:42 | comment | added | cropredy | do you want the lead to automatically convert to account+contact+optional opportunity? or do you just want a contact created while retaining the Lead to go through the Lead's lifecycle? Normally, Leads don't become Contacts until the Lead is 'qualified' - otherwise you end up with lots of spam Contacts | |
| Jul 22, 2014 at 17:31 | review | First posts | |||
| Jul 22, 2014 at 17:35 | |||||
| Jul 22, 2014 at 17:27 | history | asked | Mike Mierendorf | CC BY-SA 3.0 |