Kanban view for 'Opportunities' is not showing the 'Lead to Opportunity' business process flow

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Posted on by AMD99

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I made some changes to the out of the box 'Lead to Opportunity' Business Process Flow.

However, when I add a kanban view to the 'Opportunities' entity, it shows me the view for 'Opportunity Sales' and not 'Lead to Opportunity'. I.E. the flow for opportunities created in the opportunity entity and not created from leads.

Does this mean, the kanban views for opportunities cannot show any that were created from leads? Even if I update the 'Opportunity Sales' BPF to match the 'Lead to Opportunity' one, it still won't show the records created from leads?

Am I right in saying this? Or is there a way around it?

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RE: Kanban view for 'Opportunities' is not showing the 'Lead to Opportunity' business process flow

Hi AMD99,

Does this mean, the kanban views for opportunities cannot show any that were created from leads? Even if I update the 'Opportunity Sales' BPF to match the 'Lead to Opportunity' one, it still won't show the records created from leads?

Not exactly. The records in the kanban views is based on the BPF they are using. If you change your record's BPF from 'Lead to Opportunity' to 'Opportunity Sales' BPF, it can also shows on the kanban view.

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