Hello,

Has anyone created a custom button that takes the checked lead records from a search and associates them with specified Account record?

So, the user would:

1) Do a standard search for leads from company X.

2) Then they'd check the box next to one or more leads in the search list.

3) They they would click a custom button on the search ribbon for Leads and be prompted to look up an account.

4) Then they would click an "Add Selected Leads To Account" button to complete the process.

Thanks for any suggestions.