Wednesday, January 30, 2019

Create new opportunity from a lead record via Create New icon

1. Edit a Lead record
2. Customize > Customize Form 
3. In the Lists tab > Sales Team tab > Mark Show box for Opportunities
4. Enter a name for the custom form and make it as the Preferred Form
5. Save
6. View a lead record and hover your mouse to Create New icon
7. Opportunity is now displayed 

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