Adding a "Convert" button to database list

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • Azelphur
    Junior Member
    • May 2019
    • 1

    Adding a "Convert" button to database list

    Hi, I'm new to EspoCRM so assume I know nothing

    I'm trying to add a button on each row in the Leads table, so that I can quickly (with one click) convert a lead.

    Is there any way to do this? I've been digging through documentation but so far haven't had any luck. Any help would be greatly appreciated.
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hello.

    There is no such possibility. But you can create a workflow that will make the same action as the convert function to automate this process. More about workflow is here https://www.espocrm.com/documentatio...ion/workflows/

    Comment

    Working...