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Question

Create Lead for existing Contact or Customer Account

  • August 20, 2024
  • 0 replies
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Via a customization I have a Webhook that is trying to create a lead, but prior it try to find an existing contact or account with a matching phone number.

In the UI when I assign an existing contact or Business Account to a lead a series of dialogs popup asking how best to associate the records.

How do I deal with the dialogs? Some of them are multi step.