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Lead to Opportunity Copy Control


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?



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  • 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.



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  • 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.



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