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Convert Lead to Customer from grid...maybe?

Last post 05-15-2012 8:25 AM by Method_Ted. 1 replies.
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  • 05-14-2012 1:47 PM

    Convert Lead to Customer from grid...maybe?

    Reply Contact

    I need to figure a way to allow our users to convert a lead without editing that lead...
    So far I have added checkboxes to the LeadList grid to allow a user to check a lead.
    I put a duplicate 'Convert Lead to Customer' button on the screen with the grid (LeadList).
    Now I am in the process of altering the 'Convert...' button actions to convert the Lead "from the grid."
    Sounds fun, huh.

    -Garrett

  • 05-15-2012 8:25 AM In reply to

    Re: Convert Lead to Customer from grid...maybe?

    Reply Contact

    @Garret

    I believe (with the provided information) that you are on the right track to get convert a Lead to a Customer, with the restriction that the user cannot edit the Lead information. The action on the button should change the 'IsLeadStatusOnly' field.

    Have fun :)

     

    Ted Le
    Customization Solution Specialist
    Method Integration
    Local: 416.847.0400
    Toll Free: 1.888.925.6238
    Fax: 416.640.6027
    E-mail: t.le@methodintegration.com
    Website: http://www.methodintegration.com
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