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"Convert" Case into an Opportunity

Question asked by Kristjan Mathiesen on Apr 19, 2018
Latest reply on Apr 24, 2018 by Paul Dandy

Hey good folks!

 

Scenari: Case is created from an email from client. It happens to also include a sales opportunity.

 

Best way to "convert" (well, actually create an Opportunity from the case and copy the email over to that Opportunity) it to an Opportunity without too much/any coding?

 

Workflows depend on criteria but in this use case, a human needs to decide so...

 

Thanks,

KGM

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