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Environment: 365 Online, 2019 release wave 2
We are using the "OOB Lead to Opportunity Sales Process" BPF and I'm missing the quick create button, when I want to move to the next stage:
When I create a custom BPF with a custom entity (Source is also lead) , I can use/see the create button:
Has anyone suggestions what I am missing?
20. Nov 2019: Removed irritating opportunity from screenshot. Opportunity was created via qualify button and is not relevant for question
If i look at your first screen shot, it is already showing the Opportunity which is created against the selected Lead & asking you to select the same, have you tried doing the same steps with new lead on OOTB BPF?
I can see you're using the OOB Lead to opportunity BPF. This works like:
To move from Qualify to develop stage, you need to click on the 'Qualify' button on lead header.
To move from develop to propose, you need to click 'next'.
For custom entities it's different as there's no qualify button to create associated record.
From your screenshot what I can see is, you qualified this lead and then reactivated it and that's why you're able to see the opportunity already created from lead qualification. if you don't want to use the opportunity already created, you need to click on the 'qualify' button again.
Hope it helps!
Yes you are absolutely right, I'm using the OOB Lead to opportunity BPF. Furthermore you are also right with the "present opportunity" I have created it via the qualify button and forgot to remove it.
So you write, that the OOB BPF works like that.
What if I don't use the OOB BPF? I have tried it with a own BPF using Lead + Opportunity and there it does also not work. So is it not supported to create an opportunity via the "fly out" menu? (like with the custom entity)
Here is how I have set up the custom BPF with lead and Opportunity:
You have set it up right. You can't do that for leads and opportunities. The qualify button is there for a reason as it not only creates an opportunity but an account and a contact as well.
The same is the case if you create a process flow for quote to order because 'create order' button is there for a reason as it not only copies data from quote to order but also populates the products/line items.
It's just the perspective, you might see it as a limitation or a feature.
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