This topic contains 1 reply, has 2 voices, and was last updated by  Sherry_Ghafarpour 2 years, 2 months ago.

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    mcmaldonado30
    Member since: 09.01.2017
    Number of posts: 1

    Is there a way that once I convert a lead into contact that the packages stayed attached to the contact

    Participant
    Sherry_Ghafarpour
    Member
    Member since: 20.01.2016
    Number of posts: 13

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    Hi
    The eSignLive package association with the lead remains with the lead in this case. So when a lead is converted, that package is not attached to the converted object. The eSignLive Salesforce app does not provide this capability at this time. Would this be a valuable capability to your organization’s business process? If so, please add an Idea to Forums>General>Enhancement Ideas and tell us a bit more about your use case.
    Cheers,
    Sherry

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