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convert lead to opportunity

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#1 sgludovats



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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?




#2 X2Peter


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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.

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