on ‎2025 Mar 04 6:52 AM
Hi Team,
We have checked that there is no functionality to add details of a new Individual Customer on the Lead object. Only if a Individual Customer is already created in SC V2 then only it can be tagged on the Lead.
Request clarification before answering.
Individual Customer is now available for Lead entity 🙂 We could create Lead A directly from Individual Customer B view now.
After creation, then the Individual Customer B will be visible under the Individual Customer section in the Lead A.
But from Lead view, we are not able to create new Individual Customer there. This is the same behaviour for Account.
You could also check it in the attached help document:
Thank you!
Best Regards,
Molly
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