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Mandatory Leads » convert - Account/Contact/Opportunity

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  • Mandatory Leads » convert - Account/Contact/Opportunity

    I there any way to mandatory to leads convert options Account/Contact/Opportunity. Some times users not creating account some time contact, so i want to mandatory those entities while converting.

    Please help.
    Cheers!
    Nishan.

  • #2
    Hello.

    You can't make the convert function mandatory, but you can create a workflow to automate this process.

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    • #3
      Hi,

      could you please give me an example for this. don't have idea how to implement.
      Cheers!
      Nishan.

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      • #4
        Here is an example of converting to an Account and Contact by the workflow.
        Attached Files

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