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Del_Santos
Passing a product to the opportunity which was created thru lead conversion
Hi Everyone,
Could somebody give me an idea on how can automatically pass a product to an opportunity created thru lead conversion.
Currently, I am passing or mapping some values from the lead to the opportunity.
i.e. When I converted a lead to account (and at the same time create an opportunity) the address values indicated in my leads will also be captured to the address fields of the opportunity. My problem now is: is it possible to automatically pass a product to the opportunity upon lead conversion? can someone pls help me. :(
Thanks in advance.
Del
The only way I see this as possible is to create fields on the account or opportunity to pass those values you want to create as a product. Once you get them there, you could use a trigger to insert a product record with those values. However, I'm not 100% sure that would work since the trigger would fire at the same time those values are being mapped to the opp during conversion.