Hi,
I have a question about updating Lead Status during / after lead conversion.
We convert lead for three reasons:
- they are existing customers (Converted - Customer);
- they belong to an existing opportunity (Converted - Existing Opportunity);
- they are a new opportunity (Converted - New Opportunity)
Currently, when converting any lead, the Lead Status changes to Converted (without three distinctions which is confusing for reporting).
Is it possible to run a BPM where depending on why a lead is being created the Lead Status will be updated automatically, or is it possible to add the Lead Status field to conversion pop-up window to be filled out by the user?
Thanks!
Ada