Login / Register  search  syndication  about

          SalesLogix Questions & Answers

Your place to get answers to your SalesLogix related questions.

 Home  |   Subscribe via RSS  |   Subscribe via E-mail  |   

How do you customization the Create Oppportunity Function when converting a lead?

Question:

When converting a Lead to an Account there is an option to create an Opportunity as well. The problem we're having is that none of the information from the Lead is being set in the Opportunity(mainly the LeadSource) even though the fields are in both the Lead and the Opportunity.

Answer:

This is SalesLogix default behavior. 

You would need to change the code in Architect. You could create a global variable when the "InsertOpportunity" function is called and then populate the fields on the WhenOpen of the Insert Opportunity form

What's This?
  
Bookmark and Share

About SalesLogix Support

   Your SalesLogix Business Partner for SalesLogix Support.


Related Content
   Can the SalesLogix Application architect's build process be automated?
Can the SalesLogix Application architect's build process be automated, or called from a batch file? W
Posted on May 16, 2013 by SalesLogix Support to SalesLogix Questions & Answers
 
   Is it possible to Sync SalesLogix Attachments based on Account Manager?
Is it possible to only sync SalesLogix Attachments from the accounts where the user is the account manag
Posted on May 15, 2013 by SalesLogix Support to SalesLogix Questions & Answers
 
   SalesLogix Remote Library Management
Is it possible to log into a SalesLogix Remote Database as Admin and Manage the Library Files?
Posted on May 14, 2013 by SalesLogix Support to SalesLogix Questions & Answers
 
   Demystifying SalesLogix Web: Dashboards and Analytics Tools
Join us for a free webinar, Wednesday, May 15th at 2pm CDT. The SalesLogix Web dashboards and analytics
Posted on May 08, 2013 by Brianna Tinjum to The Inbox
 
   What is the Difference Between Left Joins and Inner Joins in SalesLogix?
Question: What is the difference between Left joins and Inner joins in SalesLogix?
Posted on May 07, 2013 by SalesLogix Support to SalesLogix Questions & Answers
 
Comments

No Comments
All contents Copyright © 2013 Customer FX Corporation
Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

  Follow @CustomerFX on twitter
Follow the best news, tips, and articles
  Subscribe to Customer FX on youtube
Watch SalesLogix tutorial videos from Customer FX
Login / Register