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Marketinglist - Lead to Account RRS feed

  • Question

  • Hello

    I have some leads on a marketinglist. When I convert the lead to a account, I want to see that the lead/account have been on the marketinglist.

    Is this possible?

    Tuesday, April 14, 2015 10:46 AM

Answers

  • Yes, the Originating Lead link on an Account will give you the link back to the Lead.  Now if you remove the Lead from the Marketing List, you've broken the relationship that would let you see if an Account originated from a Lead that was part of a Marketing List.  However, any Campaigns the Lead was a part of would still be in that history.  In fact, those Activities should migrate over to the Account during the Lead qualification process.


    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    • Marked as answer by clausG Monday, May 18, 2015 11:24 AM
    Tuesday, April 14, 2015 1:48 PM