I have a custom enitity called enviroments that contains different webtechniques (.net , wordpress and more),
and this has a N:N to Leads, Oppertunities & Accounts.
If I create an lead, and add a enviroment (Lets say Wordpress) to this lead...
And then I transform this to an opportunity , the enviroment does not follow.
I understand that I need to build a workflow or similar for this, but how?
The purpose is to keep the enviroment through the lead -> opportunity -> account