What happens to a Prospect if I use it as the valu...
# ask-stanley-ai
a
What happens to a Prospect if I use it as the value on the "Company" field of an existing Sales Order?
c
AI generated answer (using internal Slack threads):
When you use a Prospect as the value on the "Company" field of an existing Sales Order, the system will automatically change the status of the Prospect to Customer. This is because a Sales Order requires the entity to be a Customer. However, please note that this automatic conversion might not be desirable in all scenarios. For instance, if you want to restrict certain users from converting a Prospect to a Customer, you might need to implement additional controls such as workflows or scripts. For example, you could create a workflow with the Return User Error action for specific user roles and specific prospects. Alternatively, you could use a script to check the value of a checkbox field in the client form. If the checkbox is true, then the user can create the Sales Order. If it is false, then when the user selects the Prospect in the Sales Order, an alert message will be displayed, indicating that the user can't create a Sales Order for that Prospect. Remember, these are just examples and the actual implementation might vary based on your specific business requirements. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.807168663
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.798393428
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.79481107
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