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Geetha B
workflow on opportunity when it is a converted lead
hi
I need to write a workflow on opportunity to update close date if the opportunity is created when the lead is converted.
I am unable to give rule criteria check wether the opportunity is a converted lead or not.
Based on which field i need to check
I need to write a workflow on opportunity to update close date if the opportunity is created when the lead is converted.
I am unable to give rule criteria check wether the opportunity is a converted lead or not.
Based on which field i need to check
What you can do is:
create a custom field on lead and give a default value as lead converted.
Create a custom field on opportunity as well and map this field to the opportunity custom field such that at the time of conversion, the value gets copied over and you can identify such opportunities using this field.