Automatically copy leadstakeholders to salesstakeholders during lead conversion

[Q&A] General
1

Question:

When converting a lead to an opportunity/order, the leadstakeholders are not automatically transferred to salesstakeholders.

Current situation:

  • Lead is created with one or more leadstakeholders

  • Lead is converted to sales (opportunity/order)

  • Sales record is created, but salesstakeholders remain empty

  • Stakeholders need to be re-entered manually

Expected behavior:

  • Leadstakeholders should be copied to salesstakeholders during conversion

Questions:

  1. Is there a standard process or workflow step that handles this stakeholder transfer?

  2. Does this need to be configured manually via a setting in the application?

  3. Is there a component that already does this?

Any guidance would be appreciated!

2

Apparently, this is du Gardijn’s own component, which does not so this (just yet). Stakeholders are not default on Leads, yet is on Sales through M4464 - Novulo Verkopen Assurantien.

So I think I have to add this step in the convert process.