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My workflow had been created years ago to default any new lead that is converted to an opportunity to a particular stage.  Yesterday I reordered my stages and discovered this morning that the wrong stage was on the new opportunities.  I checked the Workflow and discovered that the stage is not correct on the flow.  I edited the rule back to the correct stage and saved it.  The workflow looks right, however, new leads are still converting with the wrong stage.  How do I fix this?
3 risposte
  1. 22 mag 2017, 23:51
    Hello Doreen, It would be helpful to debug what went wrong if you could post screenshots of your Workflow Rule(the original rule and the modification made to it) and details about the Opportunity stages.

     

    Thanks.
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