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I'm troubleshooting an issue involving converting leads. For leads associated with the Standard record type, SF displays the following dialog when I click on the Converted chevron in the path and then click [Select Converted Status]:

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However, for leads associated with the custom Digital record type, the same steps display the Convert dialog instead:

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I need to change something so that Standard leads and Digital leads have the same underlying convert process. What setting(s) are controlling this?

1 Answer 1

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The issue was the page layout didn't have the [Convert] button selected, either as a standard button or the mobile action version. When I included both versions of the button, I get the desired behavior.

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