In our context, once a task is completed and fulfills certain criteria, the associated lead should be converted into an Opp. Is there a way to do this all (convert lead into opp, and have the task updated to show the related opp) from the task screen? I pressume reps just go to the Lead and convert, but leaves the tasks behind. I can see the task completed and the now related Contact, but there is no opp associated with it.
Any help is greatly appreciated.
2 risposte
Andrew Russo (BACA Systems) 
Forum Ambassador
There is not an automatic way to do this out of the box. You might be able to accomplish this with some custom apex and triggers to add some customization during the lead conversion proccess. normaly tasks would go to the contact and account during conversion.
