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?
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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. |
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