Save and Convert on Lead conversion page confuses users

Hi,

when I'm in the Lead conversion page, and I've finished to fill in the data in the opportunity section, if I look up I see the "save and convert" button, which is completing the conversion action taking into consideration the records that I singularly saved on the top part (Contact and Account).

Since I didn't save the Opportunity with the "Create opportunity" button, I lost what I entered there.

I know how it works, but I'm saying that this brings the risk that users clicks on "Save and convert" without creating the opportunity first.

Other systems are giving a clearer message to avoid unwanted behaviors.

I would suggest to improve this part, and I'm asking you if you faced and solved it on your own.

Thanks

Omar

0 Brooke Wilman 4 months ago

Omar - Thank you for posting this. We have the same issue, using laptop, the Create Opportunity button falls off the screen and is missed often by our sales staff. Whish the create opp button was at the bottom of the page by the RLI so when you are done filling in that section it remains on screen to see it
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0 Francesc Del Moral Farrarons 4 months ago

Hi Omar Conte ,

I understand your frustration and the concern for other users getting confused.

If users must always create an Opportunity when converting a Lead, you might want to make the Opportunity creation mandatory on the Conversion Layout in Admin -> Studio -> Leads -> Layouts -> Convert Lead

This way, the Save and Convert button would be disabled and only enabled after the user has clicked on the Create Opportunity button

If that is not an option, I would suggest you creating an Issue in the Support Portal so that our engineering team can evaluate a fix for a next release.

I hope this helps but let me know if you have additional questions.

Best,

Francesc del Moral
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0 Omar Conte 4 months ago in reply to Francesc Del Moral Farrarons

Ok, thanks. I will open an Issue in the Support portal.
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