Sharepoint Document Location on Lead not inherited by Account & Contact & Opp post Qualify


My idea is rather a correction to, in my opinion, a flawed design. This is only applicable if Sharepoint is setup with, for instance, the Account entity as the parent. When saving Sharepoint documents against a Lead, a folder is created for this Lead's documents. After Qualifying the Account, Co...

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Category: Lead Management (57)

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