Additional Actions Available on Lead Quick View
Additional actions are now available on the Lead quick view.
The following are the actions:
-
Convert to Account and Contact
-
Associate to Account and Contact
-
Convert to Individual Customer
-
Associate to Individual Customer
You can now quickly perform key actions without opening the Lead details screen.
What Changed?
This Version
Technical Details
|
Solution |
Sales |
|
Area |
Leads |
|
Link to Demo |
|
|
Reference Number |
|
|
Type |
New |
|
Valid as Of |
2020-08-01 |
