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indication for lead to opportunity conversion

Jun 27, 2017 at 06:24 AM

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Former Member

Hi,

i would like to know what is the opportunity conversion indicator? meaning how can i tell for specific opportunity if it was created from lead (trough conversion) or manually?

i couldn't find any indication.

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2 Answers

Jameel Qureshi
Jun 27, 2017 at 08:33 AM
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Hi,

The document flow facet within the Opportunity will show you this information.

If you created the Opportunity using the 'convert to opportunity' from the lead, this will be shown in the document flow.

Regards,

Jameel

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Sandico Mark Jun 28, 2017 at 03:44 PM
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Also within the Opportunity itself, on the overview tab you can show Lead - which will indicate if it was converted from a Lead and allow you to click to the Lead if needed.

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Former Member

i'm familiar with the options you mentioned but i was referring to something else. i would like to know how this parameter is documented and not how it is shown by the user.

i need a field indicator for reports, workflows and automatic notifications and for automatic assignment.

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