03-14-2020, 01:23 PM
suggest create a link to quick conversion
Today when user click, in lead module to conversion, system open a windows for confirmation and user can be input missing data too, after that system show contact or account, following the option used to transfer lead data
I suggest, create a globalVariable or new link in action menu, to system try converted a lead, when possible, quickly, I means, not necessary user confirm data in window pop up.
And after conversion, system will show the new opportunity
This functionality is particular interesting, when user has a "lead" at phone call, because in this moment, need more agility in system, to have a deal for this opportunity
Today when user click, in lead module to conversion, system open a windows for confirmation and user can be input missing data too, after that system show contact or account, following the option used to transfer lead data
I suggest, create a globalVariable or new link in action menu, to system try converted a lead, when possible, quickly, I means, not necessary user confirm data in window pop up.
And after conversion, system will show the new opportunity
This functionality is particular interesting, when user has a "lead" at phone call, because in this moment, need more agility in system, to have a deal for this opportunity