Case
We have been working in our test environment building out a new area of use for BPM and have come across some oddities in customizing a few areas.
We are looking to use the Leads area for a new use and have found it is primarily programmed to be used for new opportunity sales. We would like to use it for bringing in prospects to be then further qualified to become “Contacts” in our system, but some of the Lead stages appear to be hardcoded.
Can the leads area be used as a staging area before a formal contact is created in the system?
Solution
You can create the new section case to modify your stages and processes that they trigger (see the screenshot in attachments). To add a whole new stage you would need to add it in lookup Lead stages (See 2nd screenshot in attachments). To create a contact after the Lead reached final stage you can create a sub process that would create your Contact and pass needed fields to it (See 3rd screenshot in attachments).
