You know that the CRM has provided the standard button on Lead Summary Screen to convert any lead to opportunity.
Suppose you want to quickly create an opportunity from Lead using the lead details and you want to include this action in workflow. Well,that is quite feasible with some out of box customization that we have designed.
After installing this component, on the opportunty summary screen you may see another workflow action named “Create Opportunity” clicking which you can quickly create an opportunity using Lead Details. You can also call the standard action being called on standard “Convert to Opportunity” button from this button which opens Opportunity entry screen.
TagsACT Bi-Directional Case Communication Company Configuration CRM7.0 CRMMIG Custom dashboard document Email Entity Field GUMU GUMU integration GUMUMAS import INTEGRATION Lead library MAS 90/200 migration opportunity Opporunity Person REAL TIME Report Sage 100 ERP Sage CRM Sage CRM.com Sage CRM 7.0 Sage CRM 7.1 Sage CRM 7.2 Sage MAS 90/200 ERP Sage Pro Sage Saleslogix screen search select advance self service SSA territory Uncategorized web client workflow