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  1. #1

    Business process flow from lead to opportunity

    Hi Guys,
    I have one custom business process flow in Lead entity with 2 stages. I want to kick off another process flow in opportunity entity upon qualifying a lead. Currently it has to be manually kicked off from switch process. Can someone please guide me on this asap.

  2. #2

  3. #3
    A Payday Loan
    Guest

    Business process flow from lead to opportunity

    Hi Rajkumar, thanks for the link but this is not what I want at all. I need to make the switch of the process (opportunity process) automatically once I qualify from my custom lead process. not manually by clicking on switch process. Besides, my lead process flow is custom with 2 stages not the out of the box 4 stages.

  4. #4
    Junior Member
    Join Date
    May 2015
    Location
    USA
    Posts
    0

    Business process flow from lead to opportunity

    Hi,
    so you want system to help to automatically switch the process, am i right?
    if yes, you can build a workflow to do that.
    www.powerobjects.com/.../using-workflows-to-switch-between-business-process-flows-automatically
    you can check the condition based on the a field called "originatingleadid" in opportunity , from here you know this opportunity is qualified from lead if there is a value.

  5. #5
    Junior Member
    Join Date
    May 2015
    Posts
    0

    Business process flow from lead to opportunity

    Thanks this is a helpful link. Actually in my organisation it used to work automatically a week ago but not working now. I could not find a relationship and nor a relevant workflow. Do you have any idea what can be the cause ?

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