AnsweredAssumed Answered

Copy Relationships to custom module in Lead Conversion

Question asked by KarenV KarenV on Oct 1, 2015
Latest reply on Dec 8, 2015 by Justin Kuehlthau
I have a custom module (WG) that is related to the Leads module. This was done by creating a relationship with Activities. 

WG is an option in Lead Conversion. This module also has a relationship with Contacts and Accounts. (ie Accounts 1-to-many with WG). During lead conversion I want to copy the Account and Contact that are being converted into WG. 

How can I do this?

I run Enterprise 7.5.0.1 on-Premise. 

Thanks!

Outcomes