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Not much more info I can give. I'm new to CRM. I want to setup things so a Lead automatically gets turned into an Opportunity and then gets removed from the Lead when a specific field is set to a specific value. How do I do this?
IAmAN00B
Posted 2013-02-14T14:29:58.320
Reputation: 163
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You can use Javascript, C# (through plug-ins) or Workflow.
You can set a workflow when a lead is assigned automatically create a Opportunity and other workflow when a specific field change and the value is x remove the reference of Lead.
This tool can help you.
If you go to a manual workflow you need create a contact with information of lead, create opportunity record with the previous contact and change the state of lead to qualified.
Pedro Azevedo
Posted 2013-02-14T14:29:58.320
Reputation: 163
Did you mean to say "Contact"? Why would I need to create a new Contact? Did you mean "Activity" or something? – IAmAN00B – 2013-02-18T17:33:44.913
Contact or Account. Lead at least in my company is a potencial customer when we qualified to Opportunity we create a Contact or Account based in information of Lead. – Pedro Azevedo – 2013-02-19T09:02:40.980
I actually just learned that, out of the box, CRM does the work for you. I didn't know that just clicking "Qualify" does most of the heavy lifting that I thought I had to do manually. There are only a few simple wires I need to connect behind the scenes for custom field. Thanks man. – IAmAN00B – 2013-02-19T17:08:04.017