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Customize lead convert

Campaigns & Leads

Could you please allow us to customize and restrict the buttons or options available on the "Convert" page? For instance - we don't want our Sales Reps to be allowed to automatically create a new opportunity. Can we remove that option? Also we want it to be required that they make a new activity when they convert to a contact. Can this be possible?

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Latest Comment from Salesforce

  • Meredith Brown - 10 months ago

    Customizing lead convert is a high priority within the Product Management organization. We are looking to improve Lead Convert flows over the next few releases (SafeHarbor Spring/Summer '17). 

    Here are some things I'm looking into as part of the customization experience.
    1. Make record type selection part of the lead conversion flow (account, contact, person object, opportunity)
    2. Improve dup checking and “merge” workflows
    3. Attach converted lead to either a new or existing opportunity
    4. Additinal admin customization:
    Default record type mapping (account, contact, person object, opportunity)
    Custom field mapping to more than one object
    Option to create opportunity upon conversion (yes/no)
    Page layout customization to add/remove fields for mapping to account, contact, person object, opportunity

    Please let me know what is your top priority...
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