Question

Creation of opportunity in Mobile application

Hi,

I can't able create opportunity from lead in mobile application

Is there a way to create opportunity from lead in mobile application?

Thanks

Akshaya Gajendran

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1 comments

Dear Akshaya,

There are a couple of steps that have to be fulfilled to achieve your business task.

1. You need to create a new lookup field on the lead page based on the lead stages http://prntscr.com/p3uv1d 

2. Create a simple business process that would read this filed value and update the correspondent lead stage. In other words in the stage in the lookup field is Awaiting sale - the process should update the lead status to Awaiting sale.

3. Add this lookup field to the mobile application interface. Once you update this field on the lead page through the mobile application to Awaiting sale stage, the default application process will trigger and create a new opportunity.

Best regards,
Dean

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