How to add an element in Leads>Convert

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  • MitoTakatori
    Junior Member
    • Jul 2018
    • 25

    How to add an element in Leads>Convert

    Hi all. I just want to ask if it is possible to add another element in Leads>Convert. Currently, there are only Contact, Account and Opportunity. Whereas I want to add another element (i.e. Customer). I already renamed Opportunity to Project Timeline as per my needs.

    So again, will this be possible to add another element there? Thank you all.
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hello,
    it is not supported, only if you override a lot of files

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    • MitoTakatori
      Junior Member
      • Jul 2018
      • 25

      #3
      Originally posted by tanya
      Hello,
      it is not supported, only if you override a lot of files
      I see. So these 3 are fixed then? Thank you for your reply.

      Comment

      • MitoTakatori
        Junior Member
        • Jul 2018
        • 25

        #4
        Hi. I really need to add another element on it. Can you help me with it? It would be greatly appreciated. Thank you.

        Comment

        • tanya
          Senior Member
          • Jun 2014
          • 4308

          #5
          Hi. Im trying to setup a way to Convert a Lead to Custom Entity using the Convert button feature. I get as far as getting the Clients entity to show up on the

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