on 2021 Mar 09 11:47 AM
Hi Team,
I have one question. If we are creating lead from backend through web service for existing account. Do we have to pass UseExistingAccount Flag too. if we don't pass will it create Lead with inactive account.
Actually our leads are getting created with inactive account even though IC exists in the system.
Request clarification before answering.
Yes you observation is correct, the Indicator/flag for UseExistingAccount needs to be set and in addition to this , you can also enable duplicate check for Mass Upload to prevent creation such that the system prevents duplicate Leads , if there if there is already an exisitng data .
This can be done under , Lead Duplicate check activity and you can select the relevant indicators under the section Duplicate Check for Mass Import
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