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enhancement - quick conversion lead
#1
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


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Ranieri
eCRM Web
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#2
You should be able to create a business action for this already as you can launch workflows, scripts and (probably) web services.
Joe
TSolucio
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#3
thank you, I will asking for a quote, in your commercial team to help with that
Ranieri
eCRM Web
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