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Question

Creating lead to excisting account

  • July 4, 2023
  • 1 reply
  • 24 views
T
Do Gooder (Employee)
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Hi,

 

does anybody know how I can change the LOV filter? 

When i create a lead from existing account I need to kniw the account number and not the account name to be able to find it from the field level.

How can I change that to the account name?

Thanks for the help!

1 reply

PRODQ
Superhero (Customer)
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  • PRODQ
  • Superhero (Customer)
  • July 4, 2023

I think it displays both, doesn’t it?  And you can filter on either account number (type in the Account field) or name by Clicking in the “Find” section

 

 

Linda
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