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7.1.3_6 Convert a Lead to Opportunity
7.1.3_6 Convert a Lead to Opportunity
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.
, multiple selections available,
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