Scenario: Can I set up a workflow to retain the association between a lead and a Zoho Sign Document after the lead is converted to a Contact or Account?
If you are using the Zoho Sign extension in CRM, when a lead is converted to a Contact/Account, the Contact in 'Zoho Sign Documents' module will not be updated. This is a workaround step to update the details in the Zoho Sign Documents module each time a lead is converted.