• GuruScott
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There are specific forms that we must create to keep internal records of conversions and opportunity wins/losses. I have already uploaded the forms to SF, but is there a way to trigger these forms automatically to be filled out when specific options have been chosen in the conversions processes or better yet, auto-population of these forms with criteria from the leads or opportunities interfaces?
Is there a way to change free-form fields to pick-lists w/o creating an entirely new page for the UI? Specifically I wanted to change the Opportunity Name option to a set pick-list.
    In order to minimize the number of false opportunities and keep reports clean, i wanted to know if there was any way to customize the conversion page for lead to accounts, and specifically get rid of the automatic "create new opportunity from conversion" feature of the Convert Lead page?

Any advice on customizing conversion pages would be helpful seeing as how i have not found any way to do this so far...