Hi there,

we want our employees to create a followup opportunity whenever they lose or win an opportunity so that they can work on it again in a year or so when the opportunity presents itself again. To do this we integrated the task of creating a new opportunity inside our opportunity workflow. The oppo_stage in the new opportunity rule is set to default to "Lead" and the oppo_status is set to "followup", a new status I created. When I try to go through this workflow and create the followup opportunity howerver the new opportunity gets the WorkFlowCurrentStateValue of "Sold" which is the WorkFlowCurrentStateValue of the old opportunity which I was going through before. This means that the workflow buttons only offer the possibilites that an opportunity, that has already gone through the workflow up until the sold stage, offers.

Is it possible to create a followup opportunity that starts from scratch inside the workflow? The followup opportunity should take as many details from the first opportunity as possible because the employees should have as little work as possible. To achieve that by default fields like the oppo_description, oppo_note, oppo_forecast are set to the same values as the first opportunity. We are working on the CRM version 2019 R2 if that matters.

If it is not possible I would create an Escalation rule based on a view joining together the opportunity, workflowinstance and workflowstate tables and update the workflowinstance table accordingly so that the WkIn_CurrentStateId matches the corresponding oppo_stage value. Any suggestion whether that would be a feasible solution?

Kind regards

Norman