Select Page

A new knowledge base article has been published on our support portal.

Scenario Overview

Our business requirement is that when a user Qualifys a Lead record and an Opportunity gets created, we need to move any notes that users entered on the Lead entity across on to the Opportunity.

In our example our users have access to Leads but not Opportunities

They will not be able to make the changes required on an Opportunity so we will execute this formula as the Admin account to allow for the specific changes to occur. 

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • Whenever an Opportunity with an Originating Lead is created, the formula is triggered
  • The formula will first retrieve all notes related to the Lead
  • Then it will change the reference guid (i.e. Move) the Note from the Lead to the Opportunity

View this article in full on our support portal