Convert to deal

Hossein Mohsenian_8278
edited July 27 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 

Tagged:

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    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.