I would like to know how to create a workflow upon lead conversion.
At present this only seems to work if I manually update the record by clicking 'edit' and changing the status from 'New' to 'Converted'.
( I use this Workflow to achieve this:
* When record saved in Target Module leads Applies to Existing Records
* When Status: changes from New to Converted send e-mail)
The problem is my staff don't want to do this extra step every time they convert a lead. There is already a button that says 'Convert Lead' which has a facility to Create Appointment, and that is what we're after.
So actually clicking the 'Convert Lead' button does not do the trick. The workflow is not triggered. Please help me.


LinkBack URL
About LinkBacks



Reply With Quote
Bookmarks