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Hi
I am looking to create an automated business process flow that triggers when an Opportunity with specific criteria is Closed as Lost. We have a custom field in the Opportunity entity called "Bid Management" and if we have any Opportunity with this field set to "Yes" that is subsequently set as "Lost" status, I would like the system to trigger the creation of a new Lead with (if possible) a specific follow up dated task also created so we can reconnect with the Customer at a later date to explore follow on complementary sales potential. Can I use Power Automate to do this or perhaps the standard "Business Rules" functionality from within the Advanced Settings/Solutions" menu?
Any advice would be welcome
You can create a Power automated flow as it will more flexible compared to normal workflow.
Hi Danny,
Yes. You can use Power Automate to do this. Also, you can do this with a system workflow that will be triggered based on the opportunity status
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