I created a business process flow (BPF) that connects the lead to the opportunity and the opportunity to a survey. Also created the workflows for each part of the BPF. But when I test it to see if it is functioning correctly, the button "Qualify" is not working. I can create a record of lead and a record of opportunity individually, but one does not transitions to the other.
- Can you help me by sending a step by step to customize it?
- What do I have to be aware in enabling it?
I'm not sure if I missed a setting when creating the entities that does not permit me in continuing the process.
Thank you,
Raiza