How to add workgroup selection field to 'create opportunity' dialog box?

  • 9 November 2022
  • 0 replies

Userlevel 2

I am trying to add the field ‘workgroup’ to the dialog box that pops up when you click convert to opportunity from a lead. I would like the user to be able to select a workgroup for the opportunity at this point so they don’t forget.


I have found where to edit Dialog: Create Opportunity and can add a new field, but I can’t seem to get it to be a selector of existing workgroups. Not quite sure what I’ve missed.


Is anyone able to assist please?


Thank you.

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