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Hi Experts,
While Qualify the Lead, Then BPF Stage will move From Qualify to Develop. And Opportunity record will open.
So my questions are
1 ) when BPF Stage will move from Develop to Proposed.
2) I closed an opportunity as Won/Lost. Even though BPF Stage not moved to Close. So when BPF Stage will move to Close (or I need to Customize this using Plugin?)
Please explain me the flow of BPF Stages in Lead and Opprtunity
Thanks in advance.
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Hi Shivaram,
Business process flow is to represent your current process stage graphically, I see it to notify user when this opportunity closed what was the status of the business process flow, at what stage it closed, but if you have requirement to close it, you can do it using workflow or plugin, check this post it will help you: develop1.net/.../How-to-change-process-and-stage-programmatically.aspx
Thanks
Hi Shivaram,
Please refer the following blog to know the flow of BPF stages in lead to oppurtunity conversion.
www.stconsulting.co.uk/.../dynamics-crm-the-lead-to-opportunity-sales-process
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