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Former Member
Jun 03, 2006 at 09:16 AM

Ttransaction statuses on CRM 4.0

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Hi,

How to set the lead status automatically to ‘in process’ when opportunity is created?

How to set the Opportunity status automatically to ‘in process’ when a quotation is created ?

How to set Lead & Opportunity status to ‘Won’ when Sales order is created for the quotation ?

We are on CRM 4.0 and have the above requirements but there does not seem to be any standard functionality available to achieve the above points.

Your views,

Thanks & regards,

Piyush