Custom function that creates a potential.....
Is it possible to create a custom function that pulls info from a custom module and creates a potential?
I know its possible to create a custom function that pulls info from a potential and creates a custom module record. We have custom functions that do this but I am trying to create one that works the opposite way and have not had success.
We are an insurance brokerage, we use custom modules to manage the life cycle of a policy. We would like to automate the creation of potentials for renewal opportunities.