While converting a lead, what happens to the multiple marketing lists that are associated? RRS feed

  • Question

  • While we Qualify a Lead to an account or contact, can its Marketing lists associated with it can also be transferred to its respective Contact automatically?
    Tuesday, May 6, 2014 2:07 PM

All replies

  • No, because a marketing list cannot contain a mix of Leads and Contacts.

    You could use dynamic marketing lists for the contacts, based on a query that the Originating Lead was a member of original marketing list X or Y, assuming you don't remove the leads from those lists when qualified.

    Hope this helps.
    Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
    UK CRM Guru Blog

    Tuesday, May 6, 2014 5:01 PM
  • if I am correct Lead is linked to Source Campaign and when you create account or contact then this source campaign field gets migrates automatically...

    if you want any further fields migration automatically then you can go to entity relation between lead and contact and add more fields to be automatically mapped..

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    Tuesday, May 6, 2014 8:29 PM