User Profile

Ability to add/remove ribbon button options or control the workflow/process it performs


Example: On the Lead form, the button qualify show 2 options. Qualify - opportunity and Qualified - Nurture. We would like the ability to remove the Qualified - nurture option. Or at least the ability to control what this option does. Right now it creates Account/Contact/Opportunity in nurture...

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Category: Account, Contact, Calendar and Activity Management (709)

STATUS DETAILS
Declined