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Forum Post: RE: Associating lead to existing contact/account

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Malini,

When qualifying a Lead to Contact and then associating it to an account the experience you are seeing is how the product is designed. It allows the user to select the appropriate parent account. Although the user options have changed with the most recent CRM release to Polaris.

What update rollup version of CRM are you using and are you using the new UI form or the traditional form?


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