I am currently unable to qualify a Lead to either an Account or Contact, however I am able to qualify to an Opportunity. I have checked security permissions for creating Accounts and Contacts with the user I am using (trying this on the Admin user with all privileges yields the same result):

Is there something I'm missing to allow Leads to be converted to Accounts and Contacts?

有帮助吗?

解决方案 2

The cause of this problem was a modification to the conv_lead.aspx file in the CRM installation directory, the customer had previously needed these fields to be disabled and since there is no supported way to disable them, the source code had been amended and two lines of code were added:

cbAddAccount.disabled = true;
cbAddContact.disabled = true;

Removing this code restored the original functionality of this screen.

其他提示

Are you populating the default, out of the box name and company name fields? I have noticed that when I don't populate a company name an account isn't created when converting.

许可以下: CC-BY-SA归因
不隶属于 StackOverflow
scroll top