Hello Tanya,
Sorry but Im a bit new with CRM. Was wondering about the functionality convert "lead" to opportunity, account etc.
Is it possible to somehow convert "opportunity" or any other entity to "case"? I've looked around a bit and cant find any where I can customize this. Is this possible and do I need to do any coding?
Sorry but Im a bit new with CRM. Was wondering about the functionality convert "lead" to opportunity, account etc.
Is it possible to somehow convert "opportunity" or any other entity to "case"? I've looked around a bit and cant find any where I can customize this. Is this possible and do I need to do any coding?
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