we parted our workflow into 4 different objects on salesforce. These are:
Each of these objects includes different phases and I would like to create a new record in the deal object when the opportunity record is marked signed.
My idea is, that a window shows up directly after the opportunity is marked signed and the user can enter important information that is needed in the deal object.
Right now, I tried to work with an automated process, but it only allows to copy existing information. Unfortunately, I have no experience with apex.
Is it possible to reproduce the conversion assistant like in the conversion of a lead to an opportunity?
Many thanks! Yannik