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MC34
Custom Lead conversion logic.
Hi,
Help needed with custom lead conversion logic.
The ask is to not let users covert the leads only if they choose to create the new account? Is there a way to get this done?
Bascially if I can omit the way they use that default screen only use a custom screnn where new account is not an option?
Thank you,
Mit
Help needed with custom lead conversion logic.
The ask is to not let users covert the leads only if they choose to create the new account? Is there a way to get this done?
Bascially if I can omit the way they use that default screen only use a custom screnn where new account is not an option?
Thank you,
Mit
I see similar ask and discussion on below threads:
https://trailblazers.salesforce.com/answers?id=90630000000gtuTAAQ
https://trailblazers.salesforce.com/answers?id=90630000000hrGqAAI
Hope this would work in your case too, Please mark as Best Answer so that it can help others in the future.
Thanks.