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Lead to opty conversion

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in Sales 1 comment

Summary:

Anonymous user submits inquiry from partner locator which creates lead with address(State, County, city).

Partner user when converts lead to opportunity the address which anonymous user used should carry forward to opportunity.


Challenges:

Partner user clicks on converts lead to opportunity conversion form appears where partner user need to select existing Account and Existing Contact.

Partner user need to add address(State, County, City) to Existing Account in order to use in conversion form to opportunity.

Business does not want to add those address to Accounts to use for conversion.

Content (please ensure you mask any confidential information):

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