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Paul Redmond 7
Within Convert Lead some opportunity matches are not always found.
Just wondering what is the exact criteria for finding a matching opportunity when an account is specified?
Within the Convert window on a lead we have some leads when their account is chosen it goes off & locates their opportunites as a match and some that do not. Everything looks like it's all lined up the same but for some reason there are no matches found.
Thanks
Within the Convert window on a lead we have some leads when their account is chosen it goes off & locates their opportunites as a match and some that do not. Everything looks like it's all lined up the same but for some reason there are no matches found.
Thanks
Can you share screenshot and add more details on this?
Thanks,
I can clearly see the relationship with this account & opportunity exist by SOQL,, however there is no match within the interface for conversion.
Select Id, Name, AccountId, First_Name__c, Last_Name__c, Preferred_Student_Name__c From Opportunity Where AccountId='0014z00001oslBlBZI'