Question

How to transfer Lead products in a new Order record from a Lead case

Hi,

 

I'm trying to forward fields from my Lead to a new Order record created from a case with the element Open Edit Page.

In the list of values from fields that I can extract, I can not find the field Products, which I want to use to move this content to populate my new Order.

 

Any advice ?

Thank you

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1 comments

Dear Louis,

To extract and add products from Leaf to Order use "Product in Lead" for reading the list of products added and "product in order" for adding products to the order. To specify from what Lead and to which Order products must be imported you may use Lead/Order Id.

Best regards,
Angela

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