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lead
Opportunity
WORKFLOW
workflow states
Convert to opportunity
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workflow action
How to disable Convert to Opportunity until a certain state?
murni
Hi all, I want to create a Lead approval workflow. It is consist of few stages: Start, approved, not approved, resubmit, and Final Rejection. I do not want to allow the Lead to be Converted to Opportunity until it comes to the final state: Approved…
6 months ago
Sage CRM
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