Convert to deal

Hossein Mohsenian_8278
Hossein Mohsenian_8278 Member Posts: 79
10 Comments Second Anniversary 5 Up Votes Name Dropper
edited July 2022 in Business Talk #1

Hi everyone,

  1. We would need to access 'convert to deal' trigger as certain things should happen with the 'convert to deal' button has been created.
  2. Unable to show/hide custom fields in 'convert to deal' screen.

@Mike van der Valk 

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  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,242
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited March 2021 #2

    Thanks @Hossein Mohsenian passed on the suggestion.

    For now you can perhaps add a filter for new deals to be created and maybe there's some kinda indication your can add to deals when they come from leads or something. Then the workflow can trigger for only deals created with that indication.

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