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Customer experience | Sales, Customer Insights,...
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Move stage on a business process flow

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Posted on by 8

Hi, 

I have to auto qualify lead using a workflow and is working fine except the stage wont move and remains at Qualify. 

Our BPF Lead to Opportunity has only 3 stages Qualify->Develop->Close

When i auto qualify lead using a workflow, I want the stage to move to Develop. 

When i press qualify button, stage does move to Develop then why not on Auto-qualify. 

Also, i tried the below option hoping that will move the stages, but i am getting error, i selected Workflow->Change Business Process stage, on properties I gave below values:

pastedimage1622816068514v1.png

pastedimage1622816124203v2.png

Error, for the above steps:

Participating entity record of stage: bfc9108c-8389-406b-9166-2c3298a2e41f is not valid Server stack trace

Thanks,

PS 

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