Ask Search:
Steph B.Steph B. 

What permissions do I need to convert a Lead to an Opportunity?

Just looking to see what specific permissions are required to allow people in my organization to convert a Lead to an Opportunity, regardless of who owns the Lead.

So far I've received the message saying "Insufficient Privileges" when others have tried to convert Leads.

Thanks!
Karanraj SankaranarayananKaranraj Sankaranarayanan
Hello Stephanie,

To convert the Lead, the user must have following permissions
User PermissionsNeeded
To convert leads: “Create” and “Edit” on leads, accounts,contacts, and opportunities

AND

“Convert Leads”

AND

“Read” on any related campaigns


Steph B.Steph B.
Changed the permissions to include "Create" and "Edit" on Leads, Accounts, Contacts and Opportunities, and "Convert Leads" and "Read" on any related campaign.

Now I'm getting THIS error message:
Record type unavailable
Cannot find default record type of the appropriate type.
Help?


Cesar TicasCesar Ticas
Hello Stephanie,

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.
umut okcuumut okcu
Check the profile that u receive error. make sure that To convert the Lead, the user must have following permissions. Make sure that “Create” and “Edit” on leads, accounts,contacts, and opportunities AND “Convert Leads”  AND “Read” on any related campaigns.
Jennifer RobinsonJennifer Robinson
Note: Convert Leads is found under the App Permissions section of a permission set.