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Lead to Contact Conversion

Lead; Contact

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#1 BryanNewman

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Posted 28 February 2017 - 12:17 PM

Hi All

 

I'm relatively new to Zurmo and I have just tried testing the Lead to Contact covert.

 

I'm greeted with this message:

 

"There are required fields missing from the following layout: Clients Lead to Account Convert View"

 

Any Thoughts?



#2 petejenkins

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Posted 30 March 2017 - 11:13 AM

This means you have mandatory fields that need to be added to the Convert view.






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