mcmaldonado30 | Posts: 1

Converting lead to contact

Monday, January 9, 2017 at 11:34am
0 votes
Is there a way that once I convert a lead into contact that the packages stayed attached to the contact
Sherry.Ghafarpour | Posts: 13

Reply to: Converting lead to contact

Wednesday, January 11, 2017 at 05:50am
1 votes
Hi The eSignLive package association with the lead remains with the lead in this case. So when a lead is converted, that package is not attached to the converted object. The eSignLive Salesforce app does not provide this capability at this time. Would this be a valuable capability to your organization's business process? If so, please add an Idea to Forums>General>Enhancement Ideas and tell us a bit more about your use case. Cheers, Sherry

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