Hello all!
As the title says, I would like to customize the header that gets auto-generated from "Customer need", "Contact", "Company" in leads.
Is there a way to include a custom field? this would be really helpful because it is absolutely possible to get two leads from the same contact with the same customer need (but different projects)
Help is appreciated
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Hello,
The lead header, i.e. the LeadName field is formed in the event process when the lead is saved (Lead object, Lead package, UpdateLeadName method).
To change the basic logic, you need to make changes to the specified method depending on your business task.
At the moment, it is not possible to make changes to this logic by basic means, but we will register the idea with the responsible R&D team.
Best regards,
Yuliya Gritsenko
Hello,
The lead header, i.e. the LeadName field is formed in the event process when the lead is saved (Lead object, Lead package, UpdateLeadName method).
To change the basic logic, you need to make changes to the specified method depending on your business task.
At the moment, it is not possible to make changes to this logic by basic means, but we will register the idea with the responsible R&D team.
Best regards,
Yuliya Gritsenko