If lead is converted make stream read-only

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • Russ
    Senior Member
    • Feb 2022
    • 423

    If lead is converted make stream read-only

    Hi, community!
    Any ideas on how to disable stream (make it read-only) for an entity, once the status is converted?

    Thanks
  • lazovic
    Super Moderator
    • Jan 2022
    • 809

    #2
    Hi Russ,

    You can only remove the Stream (it will not be displayed at all) when the Lead status becomes Converted.

    If this solution suits you, go to Administration > Entity Manager > Lead > Layouts > Bottom Panels, click on the pencil on the Stream tab and set the Conditions making panel visible: Status field is not equal to Converted.

    Comment

    • Russ
      Senior Member
      • Feb 2022
      • 423

      #3
      Originally posted by lazovic
      Hi Russ,

      You can only remove the Stream (it will not be displayed at all) when the Lead status becomes Converted.

      If this solution suits you, go to Administration > Entity Manager > Lead > Layouts > Bottom Panels, click on the pencil on the Stream tab and set the Conditions making panel visible: Status field is not equal to Converted.
      Thanks, nope

      Comment

      Working...