Link Predecessor and Successor Opportunities to Converted Leads
The new tab Related Opportunities is available in Lead details to link opportunities to converted leads.
The following actions are available to link Opportunities:
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Add Predecessor: You can add as many predecessor opportunities as needed even after Lead conversion. Lead conversion limit does not affect the Add Predecessor action.
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Add Successor: Typically successor opportunities are a result of Lead conversion. You can also add successor opportunities. Lead conversion limit affects the Add Successor action.
This feature enables you to link the opportunities that are created separately or worked upon in parallel.
What Changed?
This Version
Technical Details
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Solution |
Sales |
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Area |
Leads |
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Link to Demo |
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Reference Number |
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Type |
New |
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Valid as Of |
2020-08-01 |
