Hello,
Every time I get a new lead I fill out the address field and then, when I convert it to a potential the address only automatically populates in the contact and I have to re-enter it into the potential.
The Contact is already associated with the potential at this point, however the potential does not have an address.
Can any one give me a step by step of how to get the lead or contacts address to auto-fill when I convert to a potential?
Thanks!