How to create lead follow up opportunity....
Hello,
How to create lead follow up opportunity automatically... Also my clients need is when we change the status of Lead from Open or In-Process or Won to Completed then an automatic email should go to the employee responsible in the lead.
Please help me in this.... I tried doing this by creating Action profile & assigning that action profile to transaction type but didn't get the expected result.
I would really appreciate some one help on this.... Please describe it in steps for automatic Opportunity creation & also for email.
Thanks,
Ajeet
Using action is correct approach. You just have to configure action properly. For follow-up use in action 'method call' and use method 'copy_document' and as parameter specify transaction type that you want to be created as follow-up.
For mail, you can use in action trigger_alert method.
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Use
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