The related Lead record is not showing in the 'Leads' subpanel of the Opportunities module

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1

When I set the Lead status to ‘Converted’, I created an Opportunity record using a workflow. However, the related Lead does not appear in the Leads subpanel of the Opportunity. How can I make the Lead record visible in the subpanel?"

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2

Maybe that lead is not getting attached to the opportunity.

Why don’t you use Convert Lead option under ACTION dropdown. You can create a related opportunity from it.

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3

Hello Emre,

usually, you’d convert a lead like this:

If you have workflows on the Opportunities, maybe you can trigger them on update or similar.
Meaning: You’d use the standard conversion process, the Opp gets created, that might be your trigger now and you can add logic for the just created Opp.

If that won’t work for you, could you outline your business requirements some more, maybe there are some other approaches.

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4

Thank you. I provided a solution with Workflow.