I would like to implement a different sales process depending on
whether the opportunity was generated from a lead or not (i.e. lead
conversion has an automatic qualification step, whereas an opportunity
created without a lead does not - and the process is therefore a little
different).

To do so, I am looking for a field that I can use to differentiate
between the 2 and the obvious choice is 'originating lead'. However
since the type is 'lookup' it does not appear in the create condition
drop down field list.

Anyone else come up against this issue? If so, how did you about
addressing this? Thanks.

in the Deployment Manager, Create 2 new boolean fields with the same name.
"FromLead?"

One goes in Lead entity, the other in Opportunity entity. In the Lead
entity, Map the Value from the "FromLead?" field in the Lead to the
"FromLead?" field in the Opportunity.

Now, using the CRM Customization UI, bring the "FromLead?" field in Leads
onto the detail form. Go into the Field Properties and set the Default value
to "True". Save the Change and then remove this field from the Detail Form.
This is a "behind-the-scenes" data field that must never be seen by the users
(don't want them to be able to change the value, since it's really serving as
a flag field)

Now go into the Customization UI for Opportunities and bring the "FromLead?"
field onto the Detail Form. This time, in the Field Properties dialog, set
the default value to "False". Take this field off of the Opportunity Form
(Again, this should be a Behind-the-scene field).

Now that All Leads have a "True" Value, when Opportunities originating from
a Converted Lead are created, the Value from Leads will change the
Opporunities default value from "False" to "True". Opportunities that do not
originate from Leads will maintain their "False" value.

So now you have a Flag field in Opportunities that can be evaluated by you
WF Sales Process' Condition function.

HTH
--Dodd

"Nahi" wrote:

Hey Dodd,
That's a really nice, creative idea! Nice work!
Dave
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Visionary Software Consulting, Inc.
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Thank you. It's the elegant solution I was looking for.

No sweat. :-)

"Nahi" wrote: