You need to sign in to do that
Don't have an account?
Iain Burkinshaw
When converting a lead how do I change the default from 'Create New Project' as Account Name to creating a new opportunity?
Hi,
When converting a lead how do I change the default from 'Create New Project' as Account Name to creating a new opportunity?
When converting a lead how do I change the default from 'Create New Project' as Account Name to creating a new opportunity?
your question is not clear, can you post a screenshot or modify the question?
When I hit the 'Convert' button on a Lead it automatically tries to convert it to a Project (see screenshot below). How do I change it to make it automatically convert a Lead to an Opportunity?