Copy data from Contact to Account

Me again. Next request for assistance...

I have a number of "Lead" contacts in an Account. There will be only "Lead", but it could change from time to time. So I have a check box on the Contact Record called Lead to identify them.

What I want to happen is when I check that box on a Contact:

1 - It Copies Full Name to Account Record Free Type Field called Lead Contact

2 - It Copies Email address to Account Record Email Field Type Called Lead Email

3 - It searches Contacts associated to the Account and if any have Lead checked it deselects them (only one Lead per account and assumption is most recent check is the most recent Lead)

Thank you

Jane

France ZUGs

Topic Participants
Jane Smith
Ishwarya SG

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