Customizing "Convert Lead" Form

Very new to Copper. Is there any way I can customize the "Convert Lead" pop up that appears when I click "Convert Lead?"

For example:

If I want to have the box appear and the "Create Opportunity" box is unchecked as a default. 

or

If I want the Opportunity to be automatically named something specific instead of the "Company Name"

or 

If I want a specific Pipeline to appear for certain types of leads?

 

0
0

0 Comments

Please sign in to leave a comment.

Add Comment

Didn’t find what you were looking for?

Ask our community of experts on the Copper forum.

Submit a Post