Convert Lead
Parameters :
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- User/contact : Used to select the Default document create user name.
- Expected Close Date : Here we can give the expected lead close date
- Description : Used to give description details.
- Sales Stage : Used to select the sales stage for the lead.
- Opportunity Amount : For mention the Opportunity amount
- Currency : Used to mention the currency type for that conversion
- Sales Representative : Used to mention the sales rep name
- Business Partner Group : the group name is used for select the BP group for newly generated documents.
- Business partner Type : Types also we can select while run the process
- Create Opportunity : If we want to generate the opportunity for the lead the we need to select.
- Customer : If this lead is from existing customer means we can select this.
Process use :
By Using this process we can convert the lead from lead to customer , and also we can create the Sales Opportunity too.
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