I’m trying to find a way to edit the default Action button functionality available under Lead doctype.
By default, there is a Create button available once a Lead is saved. It allows converting the Lead to a Customer (Account in my screenshot below), Opportunity, and Quotation.
Once a Customer is created, it changes the Lead Status to Converted and the Action button disppears.
I would like to only allow for Opportunities to be created from this screen, and not Quotations.
I would also like to change the default Lead Status and assign new statuses based on chosen actions.
How do I go about doing this? Any help is appreciated.