Workflow for converting a prospect to a customer
Hi everyone, I'd like to create a workflow to automatically convert prospects to customers when an opportunity converts to a contract (or win). I've succeeded, however, the prospect converts to a customer at all stages. How can I make the conversion only happen when the opportunity converts to a certain stage (won, for example)? Thanks in advance.
4 Replies
I've found ! For all noobs like me, you need to change the filter 'is' to 'is not'
Hello @Cyber_Fish when do you refer converting prospect into customer what do you refer to? Because I'm implementing this and I'm quite curious about this use case.
So you create an opportunity for each "prospect" and only when the opportunity converts you create a "people record"?
Or do you have a specific field for "customer"?
Hello @Pedro Talaia I have make this workflow :
First you need to create a custom field "status" for example in company section.
trigger : when opportunity change stage, add a filter : the opportunity stage you want and update company "status" you have create previously