You need to sign in to do that
Don't have an account?
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.
I am not getting which field 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.
I am not getting which field to check
sharathchandra thukkani
Geetha for that you need to have one flag on the opportunity to say that this is created by converting lead, and also converted date(You can do this by trigger or customizing the standard lead conversion). After you have done this whenever the flag is true and date is populated the fire the workflow and do the things. Let me know if you have any difficulty in implementing this.