Distribution - JDE1 (MOSC)

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CRM- Lead to Opportunity Conversion by Company Number (LOB)

edited Mar 17, 2015 10:04AM in Distribution - JDE1 (MOSC) 1 commentAnswered

HI , I have an issue at a Client site where Customer LOB s in use and hence a  CRM Lead when converted needs to create a "Customer Master LOB "  (F03012) record with the required Company Number. I am unable to find where a Lead can be  designated for a specific "Company". The Client is Global  "Single Instance" on E1 and requires this segregation of "CRM Leads by Company" as well as the logical extension of that which is to auto convert a LEad to an "Opportunity" in the correct Company. Any thoughts pls?

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