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Adding a "Convert" button to database list

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  • 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.

  • #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/

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