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How to associate an individual Customer to a exitent lead?

pablo_daniel
Participant
0 Kudos

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.

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Answers (1)

Answers (1)

MJVEERHUIS
Active Participant
0 Kudos

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