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Jun 22, 2016 at 08:03 PM

Meaning of a greyed-out account?

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Hi all,

When creating a new Lead, and specifying 'Existing account' as unchecked, the Account that is specified in the Lead becomes greyed out.

I cannot interact or click that account, since it's greyed out.

The only way I can use it, is if I go into the Lead, and then use the 'Convert to Account', or 'Associate to Account..' function.

Question is, what does the greyed out account mean? For example, if I start in Accounts, and create a New --> Account, the account is not greyed out. So not sure what the difference is in creating a new account from a New Lead screen versus New --> Account directly.

Thanks in advance.

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