create field in lead and opportunity that auto fill when stage of process change

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Posted on by Hootan

I want to add a lookup field in Lead and Opportunity entities and when process change from lead to opportunity it should be auto fill from the value that in lead entity entered. how can i solve it?

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Leah Ju Microsoft Employee on at

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Hi Hootan,

You can create one workflow to achieve it.

1.Go to Settings > Process.

--Create one workflow and select the process entity--Lead to opportunity sales process

2.Set trigger--Process change: Active stage.

3.Steps:

--Update the record when the current stage of the process is on the opportunity.

4.Update opportunity with value from lead.

Save and Active.

Test:

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah

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