Hi
I have two questions on the leads entity
The first is on removing some required fields. I know by default Microsoft wanted to keep leads and contacts/accounts separate until they became opportunities, however for our business our leads will always come from the same pool of contacts and accounts.
I created two new lookup fields to allow contacts and accounts to be added. I extended these to the process ribbon above the lead (ie Quality, Develop, Propose, Close) and have them showing the qualify stage.
However I cant seem to remove the old name field (fullname) that was setup by default. This field was a text field to allow users to add in new names which would then become accounts on qualification to an opportunity. But as I don't need this field I'm trying to hide it from the form.
Each time I try to delete the field from the form I get the error "The field you are trying to remove is required by the system or business"
When I go into the actual field I can see that the field isn't required and is only optional. So I'm confused as to why I cant remove it?
The 2nd part I am hoping to achieve is to create a small workflow. The Sales Users team can create leads, but are we dont want them to approve them. What we are hoping to do is for the sales users to create a lead then for a notification workflow to be passed to their manager to approve the lead and then move it into an opportunity.
Hopefully it sounds simple, but I haven't created any processes/workflows in dynamics so far, so any advice would be great
thanks
