Selecting Opportunity Type when Converting Lead
I have created two different opportunity types (one for software and one for consulting) and I need to figure out how to be able to select a different opportunity type when converting a lead (and creating an opportunity). SFDC is automatically defaulting to one of the opportunity types. This seems like it would be a simple fix but I can't seem to figure out how to make this happen.
Thanks,
Erin
@Erin Olsen Create a custom picklist on the Lead object, call it "Lead Type" with values of "Software" and "Consulting". Map this field to a custom field "Lead Type" on the Opportunity, don't add to the page layouts. Map the Lead field to the Opportunity field. Create a Process to be fired only when an Opportunity is created. You'll need two Criteria:
1. Criteria: "Lead Type" = "Software",
Action: Update Record - Update Opportunity: Opportunity Record Type = id of the Software Recordtype.
2. Criteria: "Lead Type" = "Consulting",
Action: Update Record - Update Opportunity: Opportunity Record Type = id of the Consulting Recordtype.
hth.
Aiden
