Copy Account Data to Lead is used to copy any fiel’s data if a lead matches an account. Multiple blocks can be used to copy the field’s data multiple times in the canvas.
However, it is important to note that “Update Only Blank Fields” will copy the data after ensuring lead fields are empty.
Tip: Matching data type is a key essential.
Steps to Copy Account Data to Lead:
- Go to the LeadAngel’s Dashboard and Select the Copy Account Data to Lead from Administration dropdown.
- Click Add Row first, and then select CRM Lead Labels and CRM Account Label available on the canvas as per the requirements.
- Check Update only blank fields, if required and go to Actions and select Save or Delete.
- Record status will be active after saving the Lead Field.