Convert Person (Lead) Activity

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Convert Person (Lead) Activity

Hi,

Quick question. In your activity log; what do you see for detail on a "Convert Person" Activity Type? We use SFDC as a CRM. I see the sales owners name in the detail.

2 REPLIES 2
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Re: Convert Person (Lead) Activity

Hi Jason,

With Convert Person flow step you are forcing record to convert from Lead to Contact in SF, with this convert a sales owner is getting assigned that must be the reason of switch in Lead Owner which you observe in activity log.

Thanks!

Priyank

Re: Convert Person (Lead) Activity

I'm not using the convert person flow step. The sales rep is converting this record from lead to contact in SFDC.

So are you saying you don't see the sales owner in the detail? You see the contact?