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Hi All
Lead entity I have sub grid called Products when the lead is qualify the selected products should be added in opportunity products sub grid
Can anyone give some inputs on this?
Thanks
Hello,
The easiest way is to use Power Automate Flow from my perspective. You can find an example that copies notes from lead to opportunity - www.crminnovation.com/.../
Alternatively, you can develop a plugin that will do the copying.
Either you can use power automate to attach product to opportunity, as Andrew suggested.
Other work around is to add a lookup field for opportunity at Products entity and add opportunity reference to it as soon as the opportunity gets created. In this way, same product record will reflect at leads as well as in opportunity.
Thankyou mohsin Ali
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