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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.

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Thread: Convert Lead - > Account Owner

Michael Rivera
Posts: 41

Convert Lead - > Account Owner Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 11 Nov 09 1:13 PM

I have set the User Profile->Client System->Default Account owner to the user's respective team which works great when creating an account from scratch. When the user converts the lead to an account it seems to be defaulting to another team instead of what is setup in the administrator. I've looked for this in the convert lead plugin but can't find where to set the account owner. Any ideas?

Thank you,

Michael.

[Reply][Quote]

Michael Rivera
Posts: 41

Re: Convert Lead - > Account Owner Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 11 Nov 09 3:09 PM

Upon further investigation I have been looking at the scripts for the convert lead plugin and have found the function which creates the account/contact doesn't seem to be calling any Owner setting variables..

ConvertAndAddLeadToAccount
CreateNewAccountAndContactFromLead

Is it possible these functions were altered and where would they be located? I also noticed that when I created a new user last week that she was automatically added to this team (public) in which it is defaulting. Could these changes also have been made at the administration level?

Thanks ahead of time,

Michael.

[Reply][Quote]

Michael Rivera
Posts: 41

Re: Convert Lead - > Account Owner Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Nov 09 11:54 AM

These functions are located in the SLX Lead Support Plugin. It appears this controls all of the background conversion of the lead into an account. This is where I found the (public) team hard coded. I was able to change it and everything is working correctly now.

This is for future reference in case anyone has the same issue.

[Reply][Quote]

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