on 2025 Apr 03 6:32 PM
Hi,
Automatically add Account to involved parties after creating a lead in C4C. Added determination logic even in Activity of Leads business configuration, but account is not adding (determining) automatically (see below snap).
Pls suggest if I missed any.
Request clarification before answering.
From what I know, Involved Parties tab of the Leads can only have Partners data.
But if you convert Leads to an Opportunity, on the Opportunities tab, it will show all Involved Parties data you need.
Do you need these information on reporting purposes or only for showing on the UI? If it's for the UI, i don't think it's possible via standard way.
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