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.