Related Records on Conversion
Hello All,
I am having some trouble mapping a conversion for related records on a Lead. I have a separate module that holds a Prequalification Letter for a Lead/Contact.
I mapped a custom button to open a Form that promptly merges the inputted data and sends the document to a few recipients in the Lead and Contact Modules.
The Form on submission pushes data back into the CRM that triggers a conversion into Contact and Deal(Potential) records. I now have lost the PQ Letter record that was originally associated with the Lead.
Is there a way to grab the new Contact ID and associate it with the now orphaned PQ record?
Topic Participants
patrick.shugerts
Ashwinth Shekar
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