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+--- Thread: enhancement - quick conversion lead (/showthread.php?tid=1733)
enhancement - quick conversion lead - rslemer - 03-14-2020
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
RE: enhancement - quick conversion lead - joebordes - 03-14-2020
You should be able to create a business action for this already as you can launch workflows, scripts and (probably) web services.
RE: enhancement - quick conversion lead - rslemer - 03-18-2020
thank you, I will asking for a quote, in your commercial team to help with that