7.1.3_6 Convert a Lead to Opportunity

Owned by Georgios Vasilakos (Unlicensed)
Last updated: May 16, 2023 by panagiota.gouliami (Unlicensed)
1 min read

A Lead can be converted to Opportunity in two ways:

1)  Manually by selecting the function  "Convert To Opportunity". The designated icon changes from () to () and the Lead is converted to Opportunity. By selecting the icon () the user can see the following data :

  • Temperature
  • Weighted
  • Net Total Price
  • Source
  • Predicted Closing Date (10 days after the start)
  • Closing Date



2) Using the external function: ODP_ConvertLeadToOppor that can be added in any state in the workflow.