4

Using the Potential Customer (Lead) field, it would be useful to have the option to add a new Account, in addition to Contact, with the following steps.
1. Create a new Opportunity.
2. Select Potential Customer/ Lead field (place one on the form if it is not there), and click on the magnifying-glass icon.
3. Click on the �+ New� button on the right bottom of the popup.
4. Currently, with the steps above, you�ll see a form to create a new Contact. It�ll be helpful to have the ability to add a new Account.

*It is not a desired operation to click on �Look Up More Records� to add a new Account in step 2.

STATUS DETAILS
Declined
Ideas Administrator

Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.