{"id":127,"date":"2009-05-07T08:58:00","date_gmt":"2009-05-07T08:58:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=127"},"modified":"2009-05-07T08:58:00","modified_gmt":"2009-05-07T08:58:00","slug":"convert-lead-to-opportunity-through-the-workflow","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/05\/07\/convert-lead-to-opportunity-through-the-workflow\/","title":{"rendered":"Convert Lead To Opportunity through the workflow"},"content":{"rendered":"<p>You know that the CRM has provided the standard button on Lead Summary Screen to convert any lead to opportunity.<\/p>\n<p>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.<\/p>\n<p>After installing this component, on the opportunty summary screen you may see another workflow action named &#8220;Create Opportunity&#8221; clicking which you can quickly create an opportunity using Lead Details. You can also call the standard action being called on standard &#8220;Convert to Opportunity&#8221; button from this button which opens Opportunity entry screen.<\/p>\n<p><a href=\"http:\/\/2.bp.blogspot.com\/_A6_b0zkYeSY\/SgKnSy9iGYI\/AAAAAAAAAWo\/6RwC3Dn2xXw\/s1600-h\/Create+oppo+through+wrkflw.bmp\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5333008850119432578\" style=\"DISPLAY: block; MARGIN: 0px auto 10px; WIDTH: 400px; CURSOR: hand; HEIGHT: 205px; TEXT-ALIGN: center\" alt=\"\" src=\"http:\/\/2.bp.blogspot.com\/_A6_b0zkYeSY\/SgKnSy9iGYI\/AAAAAAAAAWo\/6RwC3Dn2xXw\/s400\/Create+oppo+through+wrkflw.bmp\" border=\"0\" \/><\/a><\/p>\n<p><marquee width=\"80%\"><b>If you find this useful, Please drop us a mail on <a href=\"mailto:crm@greytrix.com\">crm@greytrix.com<\/a>. <\/b><\/marquee><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/05\/07\/convert-lead-to-opportunity-through-the-workflow\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[1497,1715],"class_list":["post-127","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-lead","tag-opporunity"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Convert Lead To Opportunity through the workflow - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/05\/07\/convert-lead-to-opportunity-through-the-workflow\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Convert Lead To Opportunity through the workflow - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"You know that the CRM has provided the standard button on Lead Summary Screen to convert any lead to opportunity. 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