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Default Opportunity Stage on Converted Leads
Default Opportunity Stage on Converted Leads
Ryan Baer avatar
Written by Ryan Baer
Updated over a week ago

When you create an Opportunity in the process of converting a Lead, the Opportunity is created in the first stage of your sales process by default. You may want to create those Opportunities in a different stage by default. An example of this would be if the first stage in your sales process is 'Qualifying' or something similar, and you have decided to only convert Leads once they have already been confirmed as Qualified.

This automation lets you change the Stage that Opportunities created on Lead conversion are created in. Follow the prompt when requesting this workflow in the Swantide app to indicate which stage you want these Opportunities created in.

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