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05a - Lead Automation (Preparation for Web-To-Lead (Custom Fileds (Ensure…
05a - Lead Automation
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Queues
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When you create a queue, a view is automatically added to the Lead (or Case) home page.
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Lead conversions
When a lead is converted, the standard Lead fields data is inserted into the standard Account & Contact fields. Users can also choose to create an OPP based on this data as well.
Custom fields can also be mapped but you will need to specify which object & field they will convert to.