Hi everyone,
I have a real challenge here.
We take enquiries (lead table) in our business and then convert them to an opportunity at which point our customers will access the record via the portal and complete the details we require. This works well.
I now need external users to have the ability to create enquiries via the portal. This is quite easy but...
I also require them to be able to qualify that enquiry and complete the opportunity form at the same time. I realise I will need an advanced form to do this but I cannot figure out how to configure this.
Does anyone have any ideas?
Thanks in advance
Matthu


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