Convert to deal
Hossein Mohsenian_8278 Posts: 84
edited July 2022 in Business Talk #1
- We would need to access 'convert to deal' trigger as certain things should happen with the 'convert to deal' button has been created.
- Unable to show/hide custom fields in 'convert to deal' screen.
Mike van der Valk Posts: 4,058edited 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.0