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Lead/Opportunity Process Dudes

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Posted on by Community Member Microsoft Employee

Hello there!

I'm triying use setActiveStage() in the process with Lead/Opportuniny but it don't set the stage.

I'll explain>> I'm using it setActiveStage(Stage1 Id , function (status).......) that changed to stage1 and auto-refresh the form.

If I use it in "only opportunity" process it work (When I make a opportunity with olds cliens). But I want use in Lead/Opportunity (When I make a opportunity by a new client) it don't work. I've get the Id in Boths ways to make:

setActiveStage (Stage1 Id || Stage1 Lead/Opp Id , function (status).... but it keeping don't work with lead/opportunity.

MY dude is, in this case setActiveStage work?? or we have a special function in this area?

thanks for your time and answering.

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Community Member Microsoft Employee on at

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RE: Lead/Opportunity Process Dudes

Hi,

I think it comes from the fact that this process is crossing 2 entities and that probably you can only set a stage in the entity that you are now in, i.e. only set the stage of lead when you are in a lead stage.

Moreover to go from lead to opportunity, you need to qualify the lead => it can also be the problem in your case.

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