HI Sean Richards, I did. We recommend the usage of Flows in Salesforce, that enable to create wizards without having to code. The the wizards can have multiple steps, ask questions conditionally to previous answers, and fire multiple updates. For example we will create a "qualify lead" wizard that will ask whether the user wants or accept or dismiss the lead, then if dismissal is chosen, ask for what reason, and based on the reason, the wizard will determine the new lead status, may set a recycle duration, etc... If the lead is accepted, the wizard will confirm whether it's for a new opportunity, an existing one or for account management, will also check fo existing account / contact and ask for confirmation to attach to existing or create new ones, and then the proper conversion. Another type of wizard if for the creation of opportunities on existing accounts, to force the attachment of at least one contact. -Greg
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