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durga prasad 45 lead conversion process
hi every one
whos is converting leads to account,contact,opportunity.
my doubt is i am creating one profile called tele caller and i am sharing lead object to that user . when user open that lead he has all permision but he doesn't have convert option.what is the reason behind that. only system admin can do or any user can convert the lead
whos is converting leads to account,contact,opportunity.
my doubt is i am creating one profile called tele caller and i am sharing lead object to that user . when user open that lead he has all permision but he doesn't have convert option.what is the reason behind that. only system admin can do or any user can convert the lead
user must having following permissions to convert leads:
“Create” and “Edit” on leads, accounts, contacts, and opportunities
AND
“Convert Leads”
AND
“Read” on any related campaigns
go to detail page of your profile check Convert Leads option is checked or not
like wise “Create” and “Edit” on leads, accounts, contacts, and opportunities