We are currently implementing a new MQL process an...
# administration
n
We are currently implementing a new MQL process and bringing in Leads from Pardot. My integration is fine; but, one downstream impact I am seeing is that all of these leads are showing up in our Order to Cash Process. Meaning I can Bill and Invoice a Lead. I cant seem to find a setting that make it that a Lead has to be at a certain stage (preferably converted to a customer) before it can be billed. Am I missing something? I made the lead status 0% probability and it still showed up on a sales order and an invoice.
n
what is the value for {entitystatus} on the records you are creating? I sense your entity record is being created as Customer
n
Status = "LEAD". ID = 6. Stage = Lead. Probability = 0
This Lead can be selected on Sales Orders, Invoices, and Support Cases.