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author's profile photo Denmar Villanueva
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Denmar Villanueva

Reminder box before converting lead to opportunity

Posted on Oct 25, 2019 at 10:09 AM 55 Views Last edit Oct 28, 2019 at 05:41 PM 2 rev.

Hi experts

Our client is asking if there is any way we can add a message box reminding them if they're sure they want to convert their lead to opportunity.

Scenario: Convert Lead to Opp Screen > Click Save > Message reminder appears > Click "Yes" in message box > Lead Converted to Opportunity

Is this any way possible? Maybe SDK?

Thanks

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    author's profile photo Lewis Peters
    Lewis Peters
    Posted on Oct 31, 2019 at 02:59 PM
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    Denmar,

    I don't think it's possible as you're talking about a standard button on a standard screen. You could, however, add an extra tick box which the user needs to tick before the action works (or the object is saved). It's not quite the same but it provides extra conscious effort.

    Lewis

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