Summary
We’re getting into the way back machine for this “New” feature as this is something that used to be in an earlier version of CE, the ability to decide whether an opportunity is created or not when you convert a lead.
There are a few other things added in as well
Autopopulate contact and/or company-related fields when a sales rep selects an existing contact and/or account at the creation of a new lead.
Display notes and attachments captured by a sales rep when promoting a lead in the opportunity record after the lead is qualified.
Enable sales reps to qualify leads and quickly move to the next stage of the sales cycle: optionally create opportunity, account, or contact records based on the organization-level settings configured by the admin for the lead creation experience. The default setting would be Yes, which would automatically create an account, contact, and opportunity when qualifying a lead.
What does this mean for me?
If you have CRM/CE online then this update will appear during the wave 2 update beginning October 2019.
Further Information
If you have any questions about or need assistance in planning for this change then please contact the GCC Group Support Team on 0845 260 1151 or servicedesk@gccgroup.co.uk
