TwentyT
Twenty5mo ago
4 replies
Cyber_Fish

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.
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