"Convert" Case into an Opportunity

Hi Kristjan Geir Mathiesen 

If your CRM is ENT then you can easily accomplish that through Process Author.

You just need to create a custom field (checkbox maybe) which should trigger a workflow on Cases which will create an Opportunity and copy some fields accordingly. Eventually you can conditionally define the visibility of such field depending on some Case's data.

Under PRO you can do same, but triggering a LogicHook before_save instead.

Good luck!

I am not getting email notifications, checked in the email settings, however when I assign a task to a user, they do not get an email notification.

https://tutuhelperx.com/ 

I am not getting email notifications, checked in the email settings, however when I assign a task to a user, they do not get an email notification.

https://tutuhelperx.com/ 

Thanks André Lopes. Let me see if I understand you correctly:

Create a custom field of type checkbox ("Convert to Opportunity").

Create a workflow that has a criteria of  "Convert to Opportunity" = checked, which creates the Opportunity and copies the email.

Appreciate your help! I thought it should be able to be done via workflow but was stuck on how to initiate it   Thanks man, KGM

You will not be able to, through Process Author, copy the Email from Case to Opportunity, but you can copy the fields subject and description from Case to Opportunity once those fields had been automatically populated by Mail2Case feature. Anyway the new Opportunity will be related to the Case so you can easily access the original email within just a click. 

Regards

Hi André Lopes again.

I don´t have the option to create an Opportunity when I create a Process Definition with target module Cases:

Am I missing something here?

Thanks again,

KGM

I don't think Cases <-> Opportunties is a OOB relationship, you could try to add a new relationship in Admin > Studio > Cases > Relationships 

Hey Kistján,

poke me on skype if you need help here :-)

Kær kveðja

Björn

This actually works and is fairly easy to implement but only if your CRM is ENT. Hope the OP figures this out one way or the other.