Saturday, September 15, 2018

Create New Opportunity from a Lead Record

The Standard Lead Form does not have the Opportunities subtab displayed by default. To create new a opportunity from a lead record, customize the Standard Lead Form to show the Opportunities subtab. 

1. Navigate to Customization > FormsEntry Forms.
2. Customize the preferred Lead Form.
3. Enter a Name for the form.
4. Click the Lists tab.
5. In the Sales Team subtab, mark Show for Opportunities.
6. Click Save.
7. Navigate to Setup > Sales > Sales Preferences.
8. Click the General tab.
9. In the Preferred Lead Form field, select the customized form.
10. Click Save.

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