Aha, a nice workflow challenge..
To do this, you need to update the lead after the conversion has happened with the resulting contact that is created so that workflow on your opportunity can pull this contact down into your 'Sponsor' lookup. You have to deal with the fact that the lead
will be de-activated so your workflow must re-activate the lead, update it, then de-activate it when one. Finally, your oportunity workflow must wait until the contact created by the lead conversion has been updated to the lead recod before continuing to update
the opportunity 'sponsor'. Here's how to achieve your goal:
ok, first of all, you need to make some customisations to your lead. Add a lookup field to your lead and call it something like 'Converted Contact'.
Create a workflow on the contact entity with the following pseudo code:
Fire on create.
If <lead source contains data>
Change record status to <originating lead> an active status
Update: originating lead <populate your new 'converted contact' with the contact that the workflow is running against>
Change record status to <originating lead> to qualified
End Succeeded
Otherwise
End Cancelled
Create another workflow on the opportunity entity with the following pseudo code:
If <opportunity: originating lead contains data>
WAIT until originating lead : Converted Contact contains data
Update Opportunity: Sponsor with originating lead:Converted contact
End Succeeded
Otherwise
End Cancelled
You may want to hide/remove the 'converted contact' lookup from the lead form and also hide the 'leads' from the navigation pane on the contact form just to tidy things up but that shoud do the trick.
Rob
Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011
