Hello,
The way to convert Leads to Opportunities, when you are working with (creating) a new customer, is a little convoluted. I have to click on the Lead, hit save, hit converted etc. Has anyone written a business process to make that more streamlined or automatic?
Thanks,
Matt
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13:33 Apr 09, 2026
Hi Matt,
For customers, where Lead management is not Marketing department but Sales department responsibility, we often start from Opportunity. So, Lead is left only for automatically Leads (like from Landing page and so on)
Kind regards,
Vladimir
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