Hello,
I want to create a workflow that when a lead has a specific lead source, it will automatically qualify the lead and create an opportunity.
Then, when the opportunity is created and contains a specific referral source, it will automatically close as won.
From my understanding, you would need two separate workflows for each specific action. Lets say the lead source I want to use is called Web Lead. I tried creating a workflow called "When lead source equals Web Lead ----> perform action QualifyLead.
However, this is causing an error. It says I need to give a specific lead ID - but this will be using the same lead ID every time then which makes no sense.
On the opportunity level - I tried the same workflow with referral source instead of lead source - and then CloseOpportunity as Won. This time, it won't work because it wants me to insert a specific close date, when I want it to just be the date it is actually closing on.
Any help would be greatly appreciated. Thank you.
