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Auto-Create Account

If the lead is considered to have a sufficient quality, that an account should be automatically created, Lane Four can easily facilitate this creation via the following steps:

  1. Navigate to the Lane Four tab, and select the Account Creation icon
  2. First enable the feature:
  3. Indicate the field mapping between leads and the account that is being created:
    1. Note:
      1. If the visual routing flow assigns the lead, you can map the lead owner to the newly created account owner.
      2. If the auto convert checkbox on a lead is also updated to true, the lead will convert into the newly created account.

5. The field “Auto Create Account” on a lead can then be updated to TRUE via the Lane Four Visual Routing Flow

 

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