Lead Address, lead_companyaddress and Persons addresses

When one of our users enters a Lead and then converts it into an Opportunity, the address (lead_companyAddressX) goes to the Company and the user has to enter the (often same) address for the Person record. Can you have lead_CompanyPersonAddress and have it map to BOTH records when it converts across, or would I need to do some creative TLS?

Ta

  • 0

    Hi ,

    We tried to recreate the same scenario at our end and found that it is working as expected.

    Actually when users clicks on the Convert to Opportunity button, if the Company and Person is not selected then it gives an alert message as “No Company or Person is selected. Cannot continue with conversion.” However when we add the Company using Add or Find this Company button, Lead address gets populated in the Company Address fields. Also when we add the Person using Add or Find this Person button, Lead address also gets populated in the Person Address fields. Let us know if we are following the correct steps to replicate mentioned scenario.

    Also confirm CRM version and patch you are using.

    Sincerely,
    Dinesh