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Moving from lead to account RRS feed

  • Question

  • I have a created a entity connected with a N:1 ( custom entity:lead ) and also N:1 (custom entity:account )

    It Associates a certain Product with a lead (lets say it's windows 7).
    Then it connects that this lead uses Windows 7.

    When I qualify this lead, I want that information to "follow" to the account.
    For example, my custom entity is similar to the "Competition"-field, and that follows to the opportunity atleast.

    I want my cutom-entity to follow the same (to opportunity) but also be saved on "Account".
    Can anyone help?

    The enviroment is CRM 2013 On Premises.

    Monday, June 23, 2014 2:24 PM

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