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bhanu_prakashbhanu_prakash 

how to convert lead into oppournity

Hi,

How can i create a new oppournity automatically when lead status is active ?
how can i acheive it ?
 
Deepak Maheshwari 7Deepak Maheshwari 7

Hi Bhanu,

You can achieve this by Process Builder.
Please let me know if you want me to reproduce the steps

Thanks

bhanu_prakashbhanu_prakash
yes, please help
Deepak Maheshwari 7Deepak Maheshwari 7

1.) Create a process builder on Lead object.
2.) In criteria give Status='Active'
3.) In Action create a record of Opportunity.

For more information you can check the below link.

https://trailhead.salesforce.com/en/modules/business_process_automation/units/process_builder