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8.0

MS CRM 4.0 edit the "Convert Lead..." function to "Convert Oppoprtunity" the reverse.

Asked by Performance_Improvements in CRM Software, Microsoft Dynamics

Tags: MS CRM 4.0 customisation.

We are in the final stages of customising MS CRM 4.0 however we have become stuck when trying to customise the function "Convert Lead". Once a lead is saved and closed there is an option to progress the lead to an opportunity or disqualify, we would like this function reversed so in the opportunity area we can "Convert Opportunity" then select lead etc. The way our sales progress operates is the reverse of how CRM is originally setup. Many thanks in advance for any help.

Kind regards,

Craig.
[+][-]04/07/09 06:08 PM, ID: 24093282Assisted Solution

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[+][-]04/07/09 08:46 PM, ID: 24093797Accepted Solution

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About this solution

Zones: CRM Software, Microsoft Dynamics
Tags: MS CRM 4.0 customisation.
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Solution Provided By: crm_info
Participating Experts: 2
Solution Grade: B
 
 
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