How to update a custom checkbox field on Deals created only during Lead Conversion?
Hello,
I’m trying to solve a specific scenario in Zoho CRM:
I have a custom checkbox field on my Deal record. I want this checkbox to be automatically set to “true” ONLY if the Deal was created during the Lead Conversion process. However, if a Deal is manually created afterward (not during lead conversion), this checkbox should remain unchecked.
I tried setting up a workflow based on Deal creation but couldn’t find any specific field or indicator that distinguishes whether the Deal originated from a Lead conversion.
Is there a built-in field or condition I might have missed, or is there perhaps a custom function I can implement to achieve this?
Any guidance or examples on how to set this up would be greatly appreciated.
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