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GuruScott
No Auto-create new opportunity?
In order to minimize the number of false opportunities and keep reports clean, i wanted to know if there was any way to customize the conversion page for lead to accounts, and specifically get rid of the automatic "create new opportunity from conversion" feature of the Convert Lead page?
Any advice on customizing conversion pages would be helpful seeing as how i have not found any way to do this so far...
Any advice on customizing conversion pages would be helpful seeing as how i have not found any way to do this so far...
Dude,
The only way I can see you doing this is remove std convert from UI, create a custom convert button and put an s-control behind it to a) emulate the user interface with the tweaks you want and b) do the record manipulation required to convert lead and create the other records and links.... or Apex if you're up to speed as yet.
Cheers,
Carl_V
Message Edited by Carl_V1 on 12-17-2007 02:24 AM
Hudi