Converting Lead to Opportunity with all fields carry forward

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  • brijeshcp@gmail.com
    Member
    • Apr 2018
    • 41

    Converting Lead to Opportunity with all fields carry forward

    When I convert a Lead to Opportunity, not all the fields are moved to Opportunity List. I have to re enter all client details again in Opportunity. Is there a way when we convert an Lead to Opportunity, all the details that we have entered in Lead move automatically to Opportunity.
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hello,
    does these fields have the same name?
    Fields with the similar names are copied, other you can set in entityDefs
    I am looking for the lead convert layout page code. I need to completely remove 2 options so they are not visible in the layout Could someone point me in the

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