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