Jump to content


Photo

convert lead to opportunity


  • Please log in to reply
1 reply to this topic

#1 sgludovats

sgludovats

    Newbie

  • Members
  • Pip
  • 4 posts

Posted 18 October 2018 - 10:46 AM

Does anyone know how to set right permission to a user can convert a lead to opportunity?

I made a group named Sales, assigned some users to that group, set some permissions and people in that group now can change leads and opportunities that is assigned to your accounts but can´t convert the same lead to opportunity...

May someone help me with this issue?

 

Regards,

Sergio



#2 X2Peter

X2Peter

    Advanced Member

  • Administrators
  • 57 posts

Posted 07 November 2018 - 01:18 PM

Hello Sergio,

 

I believe all record conversions require administrative privileges so unfortunately regular users cannot convert records. We will be relaxing this restriction in the future.






0 user(s) are reading this topic

0 members, 0 guests, 0 anonymous users