I tried asking this earlier in the integration section. But no answer, and not just integration related. This is making it difficult to to source attribution, as soon as a Lead is promoted to a Person, we lose the source they came from.
What’s the rationale? Is there a workaround for this limitation?
The Lead record has a Source (which is a list of options).
However, the Person record does not.
What’s the rationale for this? When I convert a Lead to a Person, I lose this information. Its also something i’m confused of as i integrate w/ Mautic.
If I create a ‘custom field’ on Person for Source, it doesn’t have an option to track the sources list (which is another table).
All i can find in the user guide is: “There is no 'Source' field on a person or company record, so if you create an opportunity from scratch that's related or unrelated to a person or company record, you'll want to fill in the source field manually.”
So… What’s the rationale for this, how do i keep the source info present as i promote a lead?