Hello!
Is it possible to set a workflow to pick which form to use when a lead is qualified?
I've made a new Lead to Opportunity sales process where in the lead stage there is a field called "client type". From there the process branches into three different process flows depending on the client type. Can the opportunity form be updated via the client type field as well?
For example if I have a buyer and a seller client type, when the user qualifies the lead a different process ribbon is displayed depending on if it's a buyer or seller client. I'm trying have the opportunity form below the process ribbon be specific to each client type.
Any idea if it's possible, and if so, how do I go about setting that up?
Thank you!
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