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Can Lead Approval process in C4C restrict the user from convertint it to Opportunity or Account?

Mar 02, 2017 at 12:19 PM

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Former Member

Hi,

I have set an approval process for the lead at the Qualification Level Hot.

Even if I am disapproving the lead, it is still allowing me to convert the lead to Opportunity or Accounts.

Is it a standard system behaviour ?

What I am expecting is if an approval process is set up then it should not allow the lead to process further till it is approved.

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1 Answer

kamalika Barua Jul 19 at 04:46 AM
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Hi,

I believe it would depend on the settings in status profile for leads in fine tuning. We can define in what status concert to opportunity / approval be allowed. Hope this helps.

Best Regards

Sahil Joshi

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