When I attempt to convert a lead, I'm required to populate fields in the "Task Information" section of the page layout (e.g. "Type", "Subject", etc.). I don't want to require a task to be created during lead conversion. How can I modify this page layout to remove the mandatory status on these task fields?
Thanks,
Greg
6 risposte
@Greg Lopata Great, thanks.
Please have a look the below link, (1st comment might help you)
https://trailblazer.salesforce.com/ideaView?id=08730000000bkRkAAI