Converting Leads in Salesforce with Person Accounts Enabled
AMCalc Scott Aker AMCalc Scott Aker

Converting Leads in Salesforce with Person Accounts Enabled

If you have person accounts enabled in your Salesforce org, there are a few differences about lead conversion that you should be aware of. In this post, I will walk you through a couple things that make lead conversion a little different for organizations with person accounts enabled. I will also give you a couple easy steps to follow to ensure that AMCalc loan schedules flow through the lead conversion process smoothly.

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