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Meaning can I prevent standard users from creating an opportunity unless it's first a Lead?
1 resposta
  1. 7 de fev. de 2012, 23:27
    Technically yes. It requires custom development though.

     

    You have to override the Opportunity New Button so that a user cannot create the opportunity from the Opportunity Tab or Side Bar.

     

    Then override the Convert button to allow the user to convert the lead into an Opportunity.
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