on 12-18-2023 10:26 PM
Hi team!
I need to create a new button (Done!) that allows me to create a new Customer from a Lead and then associate with the Lead.
I created a new Script in the Extended BO Lead. This Scripts is creating this new Customer but I need to associate this new Customer to the Lead. (Is a way to automate the flow that allows to associate an existent Customer to a lead with the button called "Associate Lead to an account").
I didn't find a way to do it through ABSL Code.
Can any one help me?
Regards Pablo.
Hi Pablo,
I am a litlle bit confused. Because in the standard of C 4C the lead - after it has been qualified - has the standard action that you can convert it into a new account. The lead will then be associated to the account (make sure on the account you make the tab leads visible via adaption).
If you want to associate a lead to an existing account - via adaption you can make a button that allows the usage of an existing account when creating a lead, visible
So it would help if you would provide some more process context to your question.
Kr.
MJ
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