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195We have a business process flow that runs on Leads & Opportunities.
We have 2 stages on the Lead & 2 stages on the Opportunity.
Problem description:
If a user is on step 2 of a Lead, they should not go to the next stage but they need to qualify the Lead to create the Opportunity and go to step 3.
This was not a big issue in the past as they simply could not click on step 3 and 'set active' because there was no record yet for step 3.
With the introduction of the Unified Interface, every step now has a 'go to next stage' button. If a user is on step 2 and they click this button, they see there is no Opportunity to go to, but they do see a 'create new' button and if they use that, an Opportunity is created, they are in stage 3--> but, the lead is not qualified and not linked to the opportunity (qualifying opp = not filled)
So to sum up:
- How to make clear to users that they should not use the next stage button at the end of stage 2 but that they need to qualify
and/or
- How to prevent users from creating the opportunity in the wrong way
I created a real time workflow that upon creation of the Opportunity, checks if the originating Lead has a 'qualifying opportunity'and if not it give an Business process error stating 'PLEASE QUALIFY LEAD' . Which works
But perhaps it would be better to create a workflow that does not prevent them from creating the Opportunity in the 'wrong' way but fixes the problem by qualifying the Lead & filling the 'qualifying Opportunity' field
Because some people see 'Business process error' do not read the rest of the text and immediately call the helpdesk.
I'd like to get your opinion!
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