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Recent Posts

Converted Leads report or search with Opportunity fields
Hello gurus - I've been dreading this because my off-and-on searching over the last few months hasn't turned up much. But I'm not at the point where I need to figure it out. I'm simply looking to create a Lead report (or search view, really) that shows all Leads along with their converted info, such as Opportunity name,…
How to set up a Workflow that converts a Lead into a Partner record?
I'm trying to understand the easiest solution to convert a Lead (Customer record) into a Partner record. Basically I need to create a new Partner record sourcing the info from the Lead (Customer record) and then eliminate the record. There is a native function to convert Leads into Contacts records but not into Partners.…

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