I've created a custom Convert button with automatic Completed status, Meeting Held task type and Intro meeting subject.
One more thing I'd love to add is automatic Attach to Existing chosen when this custom button is pressed (just like Completed status). Any chanse to do it without creating a Visualforce page?
Thanks in advance for help!
21 件の回答
Alright! Here you go:
- Go to Setup | Develop | Pages
- Click New
- Copy everything from here: http://goo.gl/tYF5Jw
- Label it as say 'LeadButtons'
- Hit Save
Now, go let us add it to the Page Layout:
- Go to a Lead record
- Click Edit Layout from top right
- Remove the native / custom Convert button from the Page Layout
- Add a new Section to the top of the page and label it Lead Buttons
- From the Visualforce Pages section, drag the new 'LeadButtons' on to the Page Layout
- Set it to an height of 50px by clicking the Wedge at it's top right
- Hit Save
You cannot say this a Visualforce solution completely since I used the VF just to make the button and not override the Lead Conversion page. You will still use the OOTB Lead Conversion page itself.
