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Query regarding Convert Lead

  • 16 June 2021
  • 3 replies
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When in Business Lead and select RMB > Convert Lead a dialogue box appears where you select the Customer Category and can enter the Cust Stat Grp etc.,  

On clicking OK the Customer is created and the Lead is deleted.

Finally, a message appears:

 

 

I cannot see where this Question is being executed from.

The reason for asking is because we want to convert Business Leads to Customer Category ‘Prospect’ only so have created a Custom Menu that basically feeds the Business_Lead_API.Convert_Lead__ and the Customer Category ‘Prospect’ is passed. 

Can anyone please advise.

Thanking you in advance.

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Best answer by Susith Setunga 16 June 2021, 17:21

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Susith Setunga
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Hi @johnw66 ,

 

This message is in the client file crm\model\crm\BusinessLead.client and not in the server code

 

Hope this helps 

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@Susith Setunga Thank you so much for that information.

I was hoping to by-pass the Convert Lead dialogue box hence the creation of the custom menu, but was hoping to display the message box with the newly created Customer ID as per the client code.

Do you know whether I would be able to achieve this?

Thanks 

John

 

Susith Setunga
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Userlevel 7
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Hi @johnw66,

That question is subjective and i cannot say for sure whether this could be a success or not without seeing the code. But you can try hopefully.

 

Regards

Susith

 

 

 

 

 

 

 

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