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Entrepreneurship

How to select an opportunity record type on lead conversion [Video]

How to select an opportunity record type on lead conversion

When converting a lead from salesforce, and when you have multiple opportunity record types, you may want to selectively add the record type without having to go into the opportunity and then convert the record. This is particularly true if you do not have multiple lead record types. If you had multiple lead record types you would simply map the two but this video shows you how to select the record type on opportunity conversion.

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Unlock the secret to turning Instagram followers into customers with game-changing Link in Bio tips that supercharge your sales process! 📔 Grow Your Career and Business with HubSpot Academy: https://link.gallery/hubspot.Hundreds of FREE Marketing Tools at your fingertips. Subscribe to take your business to the next level! Welcome to the official HubSpot Marketing YouTube channel. Your new home for expert marketing tips and templates to upgrade your digital marketing strategy and grow your business! HubSpot is a leading growth marketing platform that empowers thousands of companies with the tools they need to grow better. Here you’ll find fresh content on social media marketing (TikTok, Facebook, Instagram, YouTube, + LinkedIn), email marketing, SEO solutions, paid ads, business trends, and much more. All done in our one-of-a-kind HubSpot style. Be sure to check out our weekly content to start learning for FREE now!⚠ Disclaimer:The videos on our YouTube channel are for informational purposes only, and are not intended as an endorsement for any of the products or services that we feature.#HubSpot

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