2591920 - Associate Lead to an Account And Contact

When selecting the action Associate to Account and Contact the system displays the same pop up as the action Convert to Account and Contact.

SAP Cloud for Customer

1. Go to the Sales work center.
2. Go to the Leads view.
3. Open any Lead ID.
4. Select the Actions button.
5. Select Associate Account and Contact.
6. The system shows the same pop up as for the creation of an Account and not to search for an existing Account.

This is the standard system behaviour.

The Associate Account and Contact action is similar to Convert to Account and Contact except that when you use Associate to Account and Contact:
- The Lead is still in the same status when you started editing for eg: Open.
- You can continue to work on this Lead and then convert to Opportunity or Sales Lead.
- The conversion facet will not show that this Lead was converted to Account.

When you use the Convert to Account and Contact action:
- The Lead status is converted.
- You cannot continue to work with this Lead. You can create an Opportunity/Sales Lead from this Account later.
- The conversion facet will show that the Lead was converted to Account.

• KBA 2675862 - The Actions Convert to Contact and Associate Contact are disabled in the Lead TI
• KBA 2479967 - Role of Convert to Account And Convert to Contact in Leads
• SAP Help Portal: Associate Account and Contact

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SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions