Skip to Content
author's profile photo Former Member
Former Member

Lead to Opportunity Copy Control

Hi,

We are on CRM 7.01 and have the following requirement:

We would want to prevent creating 'new' opportunities on webui. The opportunities have to be created only with reference to lead as follow-up document.

Can we achieve this with configuration or we need to implement badi?

Rgds,

Shri

Add a comment
10|10000 characters needed characters exceeded

Related questions

2 Answers

  • Best Answer
    Posted on Dec 14, 2011 at 03:51 AM

    Yes this can be done. In the Create Links don't allow the user the option to create opporunity. In short just remove the direct link from the create links section of the WebUI.

    Then you can only search existing opportunities but create opportunity through the follow up action.

    Regards

    Kavindra

    Add a comment
    10|10000 characters needed characters exceeded

  • Posted on Dec 14, 2011 at 04:35 AM

    Hi Shridhar

    You will also have to extend the search page as there is NEW button available there to create opportunities.

    Create a new view by extending the assignment block and then remove the NEW button.

    This would complete your requirement.

    Regards

    Leon

    Add a comment
    10|10000 characters needed characters exceeded

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.