I've realized when converting a lead into contact and creating a new account directly, then it wont ask for "required fields". Therefore those fields are not filled and missing.
How can I add the required fields to the conversion screen (see attachment) so a user needs to fill them in aswell, just as the account name in order to conver the lead into a contact and account.
thanks,
Philipp
2 respuestas
Hello Philipp,
There is no easy way to add fields on lead conversion page. It would require overriding standard lead conversion page by using visualforce-pages and apex.
There is an Idea for this that looks like it may be in the works:
https://success.salesforce.com/ideaView?id=08730000000Bra8AAC
For now, here is an article for customizing the convert page using Visualforce:
http://www.topalovich.com/2014/02/salesforce-custom-convert-lead-page-and-lead-conversion-process-using-visualforce-and-apex/
Hope It Helps..!
Thanks & Regards,
Paras Shah
