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Cody Bustamante 9 Flow to convert lead: Add options for conversion status?
I have a flow that is a cutom way of converting a lead, long story short I needed a way to update a field upon conversion of the lead and we needed a custom convert flow to accomplish this. The problem is I needed to remove a status "sales qualified" as an option upon conversion and replace it with "Active Opportunity" but it's not working for me. Can someone help me figure out why?
You can see I have "Active Opportunity" as an option for conversion, but it's not letting me chose that as an option. Where in this flow do I update the choices for conversion?
You can see I have "Active Opportunity" as an option for conversion, but it's not letting me chose that as an option. Where in this flow do I update the choices for conversion?
Do you have any record type on Lead ..If so add the Active Opportunity picklist value to the record types
Cody Bustamante 9We do use record type on leads, but I do not have the option to update the picklist "status" available for editing from the records type menu.
Cody Bustamante 9I have the "lead process" updated as well to have all of those options available.
Cody Bustamante 9Does anyone have any ideas of what I may be missing? How I can get that status to act as a selection. To be clear, the option shows up in the conversion screen, but when I try to select it, it says it is not an available option upon conversion.
Is your picklist values is active ?
Jon GradmanThis is an old post, but you may need to check your Lead Process. If you have a Lead Process, you may need to add that option as in the Converted Lead bucket or else you won't be able to pick it.