You can start from adding the button on the view.
Convert Opportunities Entity to Custom Submission Entity
Collapse
X
-
Thanks for the reply. But how and where do I start? Which Lead files to be copied and changed? Some guidance would be really great.
Thanks.Leave a comment:
-
Convert Opportunities Entity to Custom Submission Entity
Hello All,
I am new to EspoCRM. I have created a custom entity Submission. Now I would like to convert each opportunities to Submission - just like, from Lead I could convert to Opportunities. How can I do that?
Please help.
Thanks.
Tags: None
Leave a comment: