Hi,
I’m trying to create an Opportunity from Lead. There is a “+” button next to the opportunity in the Dashboard Tab. When I click on this plus button there is a new opportunity created but “Opportunity from” and “Lead” fields didn’t Filled automatically by my lead data.
On the other hand, if I do the same by click on + button next to the Quotation link on dashboard it creates a new quotation and fill " quotation to " and “lead” fields.
My question is about this difference between creation opportunity and quotation from one Lead, directly from links in dashboard.
How can I make opportunity creation with auto filled Lead data?
Thanks.