Customize "create opportunity for marketing list members" form

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Posted on by EmmaCRMadmin

Hello,

On a marketinglist, I have the option to "Create Opportunity" to the members in my list. Is it possible to customize the form that opens up? I would like to add a field and remove some.

BR,

Emma

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Paul_Owen 2,027 on at

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Hi, I'd imagine that is the standard Opportunity Quick Create form, can you test by editing a field on that?

Regards

Paul

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ba365guy 2,950 on at

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Cannot customise these modal forms.

If it is critical business requirement, you cann add a canvas app(Power app) that pops up on click of a new button added in ribbon.

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M.Azwar Alam on at

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Hi

Create a new Form and open newly created form by adding custom button on Ribbon

Mark answer as verified, if it is feasible for you

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EmmaCRMadmin on at

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Do I need to set up something so that I will create opportunities? just like the functionality is today.

/Emma

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