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eric_deveric_dev 

Lead Convert with Opportunity

Hi,

I have requirement to change Lead Conversion process:

To add ability to choose existed Opportunity and not just create new one.

It should be similar to Account and Contact selections.

 

How can i add that option or create new Lead Conversion process?

 

Any ideas or samples would be appreciated.

 

Thank you

 

 

Eric 

jeffdonthemicjeffdonthemic

Eric,

Please see my blog post titled, "Enhancing the Lead Conversion Process in Salesforce.com". See if it helps. Here's the link.

 

 

BTW...Vote for my Idea: Enhanced Apex Testing Functionality (JUnit) Link

 

 

Jeff Douglas

Informa Plc

http://blog.jeffdouglas.com

PamSalesforcePamSalesforce

Hi Eric,

 

Were you able to create a Lead convertion process where you could add existing Opportunity to a Lead upon convertion.

If yes, can you please share the details.

 

Thanks.