What permissions do I need to convert a Lead to an Opportunity?
So far I've received the message saying "Insufficient Privileges" when others have tried to convert Leads.
To convert the Lead, the user must have following permissions
|To convert leads:||
“Create” and “Edit” on leads, accounts,contacts, and opportunities
“Read” on any related campaigns
Now I'm getting THIS error message:
|Record type unavailable|
|Cannot find default record type of the appropriate type.|
I would check the profile of the user that is getting the error. Check the record types on the profile for the Account, Opportunity, or Contact object ... sounds like the user might not have the record type that is being used as the default record type when creating the Account, Opportunity or Contact.
Does the anybody have any idea what will be default record type during the lead conversition ? as when i tried to replicate the scenario in one of my developer edition, the account objects is not associated with any record types. however the error generated account has couple of record types associated with account object.
when i added the new record types to developer edition(my own) i faced the same error. on disabling those record types the conversion was sucessful. So i kind of applied the same process to client edition , the error remians the same !!
Plese let me know if there is any ways i can shoot this error !!
- "Create" & "Edit "on Leads, Accounts, Contact, Opportunities and are able to "covnert leads" is checked
Still not working and I can't seem to find "related campaigns" anywhere. Help please.
Your Name > Setup > Administration Setup > Manage Users > Profiles > Edit the Profile that user has.
Under General User Permissions, verify that Convert Leads is checked (left column, a few down).
In the Enhanced User Profile Interface, the checkbox is under the App Permissions section.\
#2 solved it for me