Hey all,
We have 2 separate sales teams, and until now we've run duplicates of the OOTB sales process for each team. It's become extremely complicated and time consuming trying to develop for each team because the focus so often is on how to control the routing of a lead or if a process should trigger. Them both using the same entities/tables makes this even more complicated. The major difference is that one team does not use opportunities and jump from leads directly to accounts. "The business" decided that they wanted them to use leads so I cant just suggest they use opportunities to accounts.
TLDR: has anyone figured out a clever way to utiltize the OOTB qualifying feature, have it create all 3 records, but jump on the BPF to the account stage rather than the opportunity?