When converting a lead, Trying to manipulate which Opportunity name is populated automatically. Where do i do this? Has anyone else done this?
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3 answers
Hi @Scott Holmes - The standard Convert Lead window has limited customization. You can’t use Flow or page layouts to change its fields or the suggested Opportunity name.
To control that experience, you’d need a custom LWC or Screen Flow with an Apex action to perform the conversion. If you only need to rename the Opportunity, a before-save Opportunity flow is simpler.
