Workflow Lead>Convert Lead>Opportunity>Convert Opportunity>Account please help

[drew]

trying to make our Flow be Lead>Convert Lead>Opportunity>Convert Opportunity>Account I am trying to accomplish it by using Converted in the Status field... Is this possible

When Opportunity gets converted on STATUS drop down create a related entity (ACCOUNT)

1. Create workflow rule with the trigger type ‘After record saved’ for Opportunity entity.
2, Add 2 conditions: Status equals ‘Converted’ and Status changed
3. Add Action ‘Create Related Entity’,
4. select all the fields to auto populate

With this being said am I doing this correctly? Where am I going wrong? Can you help please

Next is I would like to know how to create a record ID that would follow the record Lead>Convert Lead>Opportunity>Convert Opportunity>Account The way I have it setup it is creating a unique record number in each entity. What would I need to change or configure differently?

Also how would I Auto populate all the same information Lead>Convert Lead>Opportunity>Convert Opportunity>Account so All information is the same all the way thorugh...

Please let me know I have spent countless hours trying to figure this out on my own but I am reaching read ends any help would be greatly appreciated

Thank you in advance

DREW

[drew]

does anyone have any insight on where I may begin

[tanya]

Hello
You explained everything in detail, but I still doesn't understand what you need

[drew]

So when the information is created as a Lead(once lead is created it will go through all stages of lead)>(then you hit the CONVERT BUTTON) Convert Lead (after this is completed you are converted into the OPPORTUNITY stage)>Opportunity Once in the opportunity stage you run through all the Stages and your quote/proposal Converts into a Paying CUSTOMER>(once at this stage there is no "CONVERT" button example,,,Convert Opportunity>Account (paying customer. Currently I am trying to accomplish it by using Converted in the Status field... Is this possible

What I am saying is I am going wrong somewhere and it is not working or maybe it is working and I am overthinking it... But I guess since there is not a "CONVERT " Button at opportunity stage then its throwing me off a bit. Is this possible???

When Opportunity gets converted on STATUS drop down create a related entity (ACCOUNT) <---- this is currently what I am doing

1. Create workflow rule with the trigger type ‘After record saved’ for Opportunity entity.
2, Add 2 conditions: Status equals ‘Converted’ and Status changed
3. Add Action ‘Create Related Entity’,
4. select all the fields to auto populate

With this being said am I doing this correctly? Where am I going wrong? Can you help please

Next is I would like to know how to create a record ID that would follow the record Lead>Convert Lead>Opportunity>Convert Opportunity>Account The way I have it setup it is creating a unique record number in each entity. What would I need to change or configure differently?

This is also a problem example when I create a lead it has a record ID of 21JM478 then one week goes by and that record converts to opportunity then record ID is still 21JM478 then 2 weeks later the opportunity(record ID: 21JM478) converts to an Account (CUSTOMER) and also still carries the same record ID 21JM478 is this possible???

[tanya]

Hello

https://www.youtube.com/watch?v=7MeccVSG6DU

in the next version will be added the ability to Create Related Entity with relation type "one-to-many"

[Penguin]

I Senior Members: Everything so far is working fine. I am using v5.2.4. My issue is that when I try to create opportunity, under the Account field, when I click 'Select', the stored Accounts are NOT links and therefore CANNOT select as I should. I have attached image. Is it because I am trying to customise (renaming entity labels) or what could be the issue? Thanks in Advance.

[tanya]

Hello,
for this question is better to create a new topic - General Discussion - + New Topic.
Check the List (Small) layout Administartion > Layout Manager > Accounts > List (Small) > next to Name click on Edit button (Pencil icon) > is the Link box checked?