Mandatory Leads » convert - Account/Contact/Opportunity

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • Nishan Perera
    Active Community Member
    • Jan 2019
    • 348

    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.
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hello.

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

    Comment

    • Nishan Perera
      Active Community Member
      • Jan 2019
      • 348

      #3
      Hi,

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

      Comment

      • Maximus
        Senior Member
        • Nov 2018
        • 2731

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

        Comment

        Working...