How to execute Workflow rules or function when a lead is qualified
I have a workflow rules in Lead module that will be executed when a lead is created or edited like this
if 'Whatsapp ID' field contains 'BR-' then the 'Marketer' field should be updated to 'Internal',
I use Zoho CRM Blueprint to qualify a lead to be a deal. I expect If I change the value of a field in Blueprint, then the workflow rules in lead module above will be executed first to my lead record before I eventually create a deal record.
but actually the field 'Marketer' is not updated, thats why I have an empty value in 'Marketer' field in deal module because the lead conversion mapping doesnt work as I expect
so How to execute Workflow rules or function in lead module first when a lead is being qualified.
or maybe is there any better way to solve this issue?
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