AnsweredAssumed Answered

Add Lead Module to Convert Lead Layout

Question asked by jessie.provost@formaspace.com on Mar 30, 2016
Latest reply on Mar 30, 2016 by jessie.provost@formaspace.com

Some of our leads are automatically entered into SugarCRM from website lead forms. Currently our sales staff can just click convert, but we have new fields in the lead module that need to be manually updated during this time for data collection. How can I add the lead module to the 'convert lead' layout so that those fields are editable during conversion? I know that right now we can ask the sales staff to edit the lead before or after converting, but I am trying to reduce clicks and time spent by the sales members on this task.

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