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Geetha B workflow on opportunity when it is a converted lead
hi
I need to write a workflow on opportunity to update close date if the opportunity is created when the lead is converted.
I am unable to give rule criteria check wether the opportunity is a converted lead or not.
i am not getting which field to check
I need to write a workflow on opportunity to update close date if the opportunity is created when the lead is converted.
I am unable to give rule criteria check wether the opportunity is a converted lead or not.
i am not getting which field to check
"Converted" field is available but you cannot get it on opportunity.
If you want to go for workflow, I will suggest you to create custom field on Lead & opportunity. Map these field on Lead Custom Field Mapping (Custgomize->Lead->Fields->Lead Custom Field Mapping).
So once lead is converted, this field will get value. Then you can write a workflow based on this custom field on opportunity.
Hope this will help you!
Thanks,
Pratik
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