Does anyone know how we could transfer attachments and feed history from the lead to its corresponding opportunity when transferring to the sales team ?
Thank you for your question. Your task may easily be solved by a Business Process:
- for files, you may use Element "Process File"
- for Feed - you will need two Elements - Reed data and Add data that will process object "Message/comment". You will need to exact the body of the feed on the lead page and create a new feed message on the opportunity page. (It will be also needed to be careful while setting the schema lookup field by choosing Schema -> Opportunity for Add data element)
Thank you for your question. Your task may easily be solved by a Business Process:
- for files, you may use Element "Process File"
- for Feed - you will need two Elements - Reed data and Add data that will process object "Message/comment". You will need to exact the body of the feed on the lead page and create a new feed message on the opportunity page. (It will be also needed to be careful while setting the schema lookup field by choosing Schema -> Opportunity for Add data element)
I have this scenario, in lead form using not admin users, upon reaching the awaiting sale stage the lead is not converting to opportunity. Any idea how can i fix this issue?
The most possible reason is in the access rights. Double check if the non administrator users have the access to read and edit the opportunities. Most likely the opportunities are created but you cannot see them due to that reason. Also, you may compare the amount of opportunities displayed in the section and in the database if you can run the SQL scripts (for cloud environments you can use SQL console to run them) Apart from that, check the process log to see if the 'Create Opportunity from Lead' process is executed at the moment when your non administrator user chooses 'awaiting for sale' stage and its status http://prntscr.com/n3opht If the users have the access to all opportunities and the process is executed without any issues, we would like to suggest you to approach our support team via email support@bpmonline.com for further investigation in your particular environment.
