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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?

fixer1234
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IAmAN00B
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1 Answers1

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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.

Status3543
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Pedro Azevedo
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