Automatically convert a lead

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  • abidoss
    Senior Member
    • Mar 2023
    • 230

    Automatically convert a lead

    Does anyone know a method to automatically convert a lead, through a workflow, BPM, or formula, based on certain conditions?
  • Vadym
    Super Moderator
    • Jun 2021
    • 346

    #2
    Hi abidoss,

    Please provide more details about your goals to find the best solution for you.

    Comment

    • abidoss
      Senior Member
      • Mar 2023
      • 230

      #3
      I want a prospect to be automatically converted into a contact when I add a prospect with a field x = true, without having to do it manually via the convert button.

      Comment

      Working...