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Jun 20, 2016 at 01:16 PM

Convert marketing prospect --> account

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Hello *,

I have created marketing prospects via ELM and need to convert those to accounts.

Technical it works fine but there is one topic that does not fit the requirements:

Both accounts (contact person and corp. account) were created using identical grouping (the one we use for contact persons Germany).

Do we have a possibility to influence the used grouping?

Kind regards

Thomas