Skip to Content
Menu
This question has been flagged
4016 Zobrazenia

Hello,

When an email comes in to the system is creates a lead. Sometimes the email is actually relating to an existing opportunity - in this case I select the lead and merge it with an existing opportunity.

However, sometimes it seems that the opportunity name is updated to that of the previous lead, and sometimes the other way around. What decides which name is kept for the merged objects? Is there a way to define on a case-by-case basis which name should be kept?

Thanks for any help! Lawrence

Avatar
Zrušiť
Related Posts Replies Zobrazenia Aktivita
1
máj 20
12020
1
jan 24
219
2
apr 19
4466
0
mar 15
3703
2
feb 24
1590