this is what I show action to mobile. Do I need anywhere else ?
+1Hello
When you click the “Convert to Opportunity” button on the desktop website for this lead, do you see any fields defined in any of the grids on the “Attributes” tab?
Depending on the default classes for opportunity/business account/contact, there may be some additional required fields you need to default via graph extension code when the action is run from the mobile app. You may also need to default some additional field values on the Main tab, to set values for the required fields there as well.
This will require some amount of additional C# code. Here are some articles that can help you with this process:
1 person likes this
NicholasBova52 wrote:
Hello
When you click the “Convert to Opportunity” button on the desktop website for this lead, do you see any fields defined in any of the grids on the “Attributes” tab?
Depending on the default classes for opportunity/business account/contact, there may be some additional required fields you need to default via graph extension code when the action is run from the mobile app. You may also need to default some additional field values on the Main tab, to set values for the required fields there as well.
This will require some amount of additional C# code. Here are some articles that can help you with this process:
In attribute I need to fill contact attribute
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