Announcement

Collapse
No announcement yet.

How to add an element in Leads>Convert

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • 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.

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

    Comment


    • #3
      Originally posted by tanya View Post
      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


      • #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


        • #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

          Comment

          Working...
          X