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Convert Lead dialog box cannot be customized.

Specifically, we have an "Existing Account" field on the Lead form that we would like to map to the "Potential Customer" field on the Convert Lead dialog box.

(Similarly to how the Currency field is mapped from the Lead record to the Convert Lead dialog box)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your suggestion. This is not possible because of non-cofigurability of the options in lead convert dialogue. You can try writing workflow rules to covert lead and have these fields. Having said that, we will consider this suggestion to improve this dialogue in a future release. Best regards. This posting is provided "AS IS" with no warranties, and confers no rights.

Comments

E

Thank you for your suggestion. This is not possible because of non-cofigurability of the options in lead convert dialogue. You can try writing workflow rules to covert lead and have these fields. Having said that, we will consider this suggestion to improve this dialogue in a future release. Best regards. This posting is provided "AS IS" with no warranties, and confers no rights.

Category: Lists and Campaign