Adding multiple pipelines in Potentials module when converting a Lead.
Hi
Im trying to create our new lead-structure and hopeing your can help me out with some issues.
I would like to create multiple pipelines in the Potentials module, when a lead is convertet.
In our setup, a lead can sign up to 10 different products. We would like to create a unique pipeline for each sign up (1-10)
Ecxample:
Lead with sign up:
#Product1
#Product2
#Product3
Convert Lead --> Creatre 3 unique Potential pipelines --> Pipeline for product1, pipeline for product2, and pipeline for product3.
My idea is to create a custom convert button for thison the lead object. Just need som help for the codeing.
Or Maybe theres a better way? :)
Regards
Christian