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Create a Lead with a Meeting and an Opportunity with one click

Question asked by community-support on Jan 13, 2014
Latest reply on Jan 13, 2014 by community-support
Do you think it's possible to create Create a Lead with a Meeting and an Opportunity with just one click?

I think about this scenario:

a sales man goes to a new firm, without an appointment. It's door-to-door style.

If there is some interest by the firm, i'd like that the sales man fill a module form (i'm thinking about Lead module) and click save.

On this form there would be:

[LIST]

[*]Address

[*]Next step = dropdown with three choices: call, meeting, send email

[*]Next step date

[*]Amount

[*]Closing date

[/LIST]

(from MayerElyashiv)

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