Hii,
Can anyone help with a workflow process…I want to Convert Lead to Contact through Workflow…
Hi,
I don’t think that is possible to convert the lead. But what you could do is this.
- Add the condition which you want to convert a lead.
- add an action which sets the lead status = converted
- add other actions which creates contacts/opportunities/etc
- when creating the records… make sure you are using fields pulled from the lead.
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Thank you So much…