[SalesForce] How to remove convert option from lead status path

I have written my own custom lead conversion by adding separate button and its working fine, but from lead status path button it is still working as default. I want to remove this "convert" option from the lead status path. Please suggest me to resolve the issue.

Best Answer

The options you see on the Path component is driven by the Lead Status or any other field.

To show or hide a value from the Path, you need to configure the status field that you can use only respective values. The best way here is to utilize a combination of Lead Process, Record Type and Path together to achieve efficiency for the overall sales process.

You can refer to the trailhead Optimize Sales Processes Using Path to find more about it.

Related Topic