When Converting Salesforce Leads, Retain Owner from Either Lead or Account

Shared by Ryan • April 24, 2023

Hi there,

You now have more control over contact ownership during the Salesforce lead conversion process.

When converting Salesforce leads to contacts, you can now choose whether to keep the existing owner from the lead or the account for the newly created contact.

This allows you to retain existing lead routing logic that might have already set the lead owner, even after the conversion takes place.