Improvements in Generating Opportunities from Leads (v.23)

With version 2023, the Create Opportunity feature will now transfer the ”Enterprise Company Location” and "Marketing Solution" field values from the Lead to the created Opportunity.

When you create an Opportunity and then change the Lead’s status to "Closed", it will no longer be possible to make changes to the Lead or generate another Opportunity from it. It will only be possible to return the status of the Lead.

The "System Stage" and "Lead User Stage" fields will be displayed in the status bar.

 

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