Question

Convert Lead into Customer

  • 20 November 2020
  • 0 replies
  • 21 views

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Hello,

i have a question about CRM - Convert Lead.

We converted a Lead into a customer and found that -  if the Delivery Terms and the Ship-via are not filled out, it will not take over the Region and District from Lead to Customer.

Only if Del. Terms and Ship-Via Code have a value, the other two fields will be transferred to the customer. It does not matter whether I work with or without a customer template.

Is that the Intention?

Thanks in Advaced
Susanne


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