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Update Lead Status on save of follow up opportunity using Action

Former Member
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*I am exploring the possibility of updating the status of lead(preceding transaction) as "closed" on saving the follow up opportunity. Can we achieve this functionality using Methods in Action Profile?*

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Answers (1)

Answers (1)

ajaya_kumar
Active Participant
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Hi Amit,

You can try calling 'CRM_STATUS_MAINTAIN_OW' Function Module on saving the followup opportunity.

Cheers

Ajay

Former Member
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HI Ajay,

I am trying to implement it using functional aspect(standard CRM functionality). Do we have any method like "SET_DOCUMENT_STATUS" that we can use in our action. (This method updates the status of current document). I want something which could update the status of preceding transaction.