Hi everyone! Does anyone know the event when a lead is converted to a prospect? I have a script I want to run when this happens but it doesn't seem to be a "create" or "edit" event. The script runs if I edit the prospect then save it. Thanks!
s
sam1128
01/04/2019, 8:20 PM
Lead is converted to prospect if:
- opportunity is created for lead
- Estimate created for the lead
- or manually changed status from lead to prospect.
r
rmhollands
01/04/2019, 8:21 PM
Hi Sam, this would be a manual change from lead to prospect. I have a user event script triggering in the before_Submit. Maybe I need after_Submit because at this point, the prospect hasn't yet been created?
s
sam1128
01/04/2019, 8:22 PM
Most likely because lead is not prospect until record is fully saved to server.