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