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How to Set Contact Type Via Lead Conversion correctly (Doc ID 2715203.1)

Last updated on NOVEMBER 09, 2020

Applies to:

Oracle CRM On Demand - Version 031CS and later
Information in this document applies to any platform.

Goal

Qn1:On : NA version, Customer Relationship Mgt.

Contact Type via Lead Conversion set incorrectly. How to set it correctly?


When converted a lead to an opportunity and in this process created automatically via Convert a new contact, the Contact Type is set to prospect.
We are not using the value ‘Prospect’. How can I change this? 

Also, Lead Type is already mapped to Type on the Account Object. This field should not be connected to the Contact type.
We also have the Contact type, we disabled the value Prospect in this picklist a long time ago.
How can we solve this incorrect adding of the prospect value?
 




 

Solution

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In this Document
Goal
Solution


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