Converting an account to a new pipeline
We would like to create a button in the Accounts module that takes certain fields the in Activity module which are then added to our Pipeline (Deals) - so as an example once the meeting notes are filled in following a visit/call these notes form the basis of a new pipeline opportunity. The Fields would include product name, amount, first meeting date. I have just started familiarising myself with writing custom functions but if you provide some guidance on how best this can be done that would be very helpful.