Lead to Oppy Method call or Workflow

[Former Member]

Hi All,

When shall we use the option of method call and workflow for automatic creation of Oppt from lead.

We can use method call and also workflow for it. but whats the pros and cons of these two methods.when do we use what.

Sanjana

[Former Member]

Hi Sanjana

The correct (and customizable) way to do so is to use the so-called post processing framework (PPF), which exists in CRM only. In transaction sppfcadm you can define an action profile with an action which calls a COPY_DOCUMENT and passes as a parameter the opportunity process type. You then have to define a start condition (e.g. qualification status = hot) and a planning condition (e.g. status = closed) and then it runs automatically.

Please also have a look at the existing examples for the opportunity sales methodology, in standard customizing there is something similar set up between activities and opportunities.

Regards, Kai