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When we Qualify a lead it will automatically generate a corresponding opportunity, I would like to know how to prevent multiple opportunities from being generated from a single lead.
Currently, this is what is happening: we qualify a lead -> this generates an opportunity -> we return to that lead and re-activate it then re-qualify it -> this generates an opportunity -> we return to that lead and re-activate it then re-qualify it -> this generates an opportunity -> etc.
How can we check if there is already an opportunity generated/associated with a particular lead so that it does not generate multiple opportunities from a single lead.
I've tried looking through the opportunity entity and could not find a column that links it to the lead it was generated from.
I've always seen a lot of solutions regarding duplicate detection rules but those seem to only prevent duplicate Account and Contacts generated from a lead, but not Opportunity (please correct me if I'm wrong)
Hi Josh,
You can check below post and give it a try.
Also, you can hide the OOB button and create a new custom button & then you can control the creation of multiple opportunities by using plugin.
Thanks
Prashant Verma
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