Is there a trigger for when a lead gets converted to a customer?
i.e. If someone loads a lead then creates a Sales Order, that lead is converted to a customer.
But I can't find a way to have a script run on the lead/customer record when this happens
m
MTNathan
03/17/2021, 8:52 PM
I think you'd have to run the script on the Sales Order and check the Customer's status via a load or lookup - I'd guess that in
beforeSubmit
, it would still be Lead/Prospect. I haven't actually done that myself though so that's just a guess.
e
ericbirdsall
03/17/2021, 8:53 PM
Thanks, I think this would be a sufficient workaround.