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We have a business process flow that runs on Leads & Opportunities.
We have 2 stages on the Lead & 2 stages on the Opportunity.
Problem description:If a user is on step 2 of a Lead, they should not go to the next stage but they need to qualify the Lead to create the Opportunity and go to step 3. This was not a big issue in the past as they simply could not click on step 3 and 'set active' because there was no record yet for step 3.
With the introduction of the Unified Interface, every step now has a 'go to next stage' button. If a user is on step 2 and they click this button, they see there is no Opportunity to go to, but they do see a 'create new' button and if they use that, an Opportunity is created, they are in stage 3--> but, the lead is not qualified and not linked to the opportunity (qualifying opp = not filled)
So to sum up:- How to make clear to users that they should not use the next stage button at the end of stage 2 but that they need to qualify
- How to prevent users from creating the opportunity in the wrong way
I created a real time workflow that upon creation of the Opportunity, checks if the originating Lead has a 'qualifying opportunity'and if not it give an Business process error stating 'PLEASE QUALIFY LEAD' . Which works
But perhaps it would be better to create a workflow that does not prevent them from creating the Opportunity in the 'wrong' way but fixes the problem by qualifying the Lead & filling the 'qualifying Opportunity' fieldBecause some people see 'Business process error' do not read the rest of the text and immediately call the helpdesk.
I'd like to get your opinion!
I would create a mandatory field and place it in the the flow, you should not be able enter the next stage if the mandatory fields aren't filled.
Hope this makes sense :)
And what would this mandatory field do?
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