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The Crew
Create a Contact Record Type within a Person Account
Hi there, we're a B2C organisation and run a Person account. What I can't work out how to do is to convert leads into contacts whenever a lead purchases. When I manually try to select "convert" in the individual's record it says "Unable to find default record type". In Contact settings I'm unable to setup a person-type contact record. Where am I going wrong?
Greetings!
This seems like the permission issue for the user on whether they have the Lead Conversion permission or record type permissions as mentioned here.
https://developer.salesforce.com/forums/?id=906F00000008os2IAA
Kindly mark it as best answer if it helps so that it can help others in the future.
Warm Regards,
Shirisha Pathuri