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Question

Multiple Prospects in a Lead creates a problem when converting to a Matter

  • 10 July 2024
  • 1 reply
  • 15 views

Is anyone else having trouble when you have multiple Prospects in a Lead and them convert to a Matter? If I have Husband and Wife as Prospect 1 and 2, when I convert the Lead to a Matter, then I have Client 1 and 2 as the same person, and a blank space for Client 3. When I add the spouse into the Matter, it them changes Clients 1 and 2 to the spouse and eliminates the other name.

1 reply

Userlevel 7
Badge +1

Hey @Reckless_Kelly 

Please reach out to support for issues like this.  I am going to turn this post into a support ticket for you.  We will contact you soon.

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