Description
A Lead can be promoted to create a new Opp and create a new Account if needed
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Points of Interest
- When a Lead is a promoted, a new Opp is created
- The system tries to find possible matches of the Lead data to existing Accounts. The user can choose to assign the Opp to one of the candidate matching Accounts, or create a new Account from the Lead data.
- If the Lead has Notes or Attachments, they can optionally be transfered to the new Opp.
- The new Opp includes a link back to the original Lead record.
