Hi all,
I have recently created a custom entity called Branchen (german for line of business) with a single field called name.
Here we want to associate different lines of business to leads and accounts which works perfectly fine.
The problem is when we create a new lead record, associate some lines of business, save and finally qualify the lead, the associated lines of business are not transferred to the account.
At the moment there are the following relations:
branchen - lead - n:1
branchen - account - n:1
and of course lead account...
Is it possible at all to transfer subgrid data to another entity?
Thanks in advance