• How to disable Convert to Opportunity until a certain state?

    Hi all, I want to create a Lead approval workflow. It is consist of few stages: Start, approved, not approved, resubmit, and Final Rejection. I do not want to allow the Lead to be Converted to Opportunity until it comes to the final state: Approved…
  • Can I Identify Workflow State within Advanced Find?

    We instituted Opportunity workflows recently, and I am having trouble identifying Opportunities that are not in their proper workflow state. Ideally I could create an Advanced Find for this so that my users could go in and progress the Opportunity through…