When submitting a Contact Us form generated from SMT with the Company field populated, the corresponding field on the individual lead record will be empty. A workaround is to use an Additional Field and link this to the Company field. Solution While logged in to SMT on your website, navigate to the page that contains… Continue reading Resolve Company Field Missing From Individual Lead Record Created Using Contact Us Form
Tag: lead record
How to resolve the error if the field data is not saving in the lead record
To resolve the error if the field data is not saving the lead record using script. We have to pass the values from each section and how to use it , will give an example. We can write the code first in SuiteScript to get the values. Code: Here in the code siteTermsName values are… Continue reading How to resolve the error if the field data is not saving in the lead record
Lead to customer transactions through sales transactions.
Lead is converted into customer in the following sales transactions. Record Transaction performed Converted into Lead Sales Order Customer Lead Cash Sale Customer Lead Invoice Customer
Conversion of lead to customer records
When a lead is created and a sales order is created with the corresponding lead, the lead is converted automatically to customer. 2. When a lead is created and a cash sale is created with the corresponding lead, the lead is converted automatically to customer.