Hi,

Maybe I set this feature up wrong but when I go to create a business lead it requires it to be set as an event type i.e. meeting, milestone, deliverable... Sorry but I cannot see the relationship?

Does this mean that a lead appears on the calendar?

If I try to change the event type to something that relates more to the TYPE of lead, that would be very useful. BUT will that alter the list for a standard event as well?

thanks in advance

Comments

OnthegOinOz’s picture

Aha, i worked it out. Currently it is set to 'keywords' vocabulary. I just create a Lead specific vocab and there you have it.!!

OnthegOinOz’s picture

Spoke to soon... its still requiring the event type?... I shall continue to dig

OnthegOinOz’s picture

easy... change the dependency on the Event vocab!! : )
I love it when I can hep myself.