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Link Lead to Opportunity after the fact

Hi All,

We have an opportunity and a lead that are not connected (meaning the lead was not converted to an opportunity). Can we link them after the fact?

Something like opportunity 'Related Items' and I can specify the lead in the opportunity.

Thanks in advance

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1 Answer

  • Best Answer
    Apr 21, 2017 at 04:37 AM

    As per standard system behavior , as of now, it is not possible to establish a link between Opportunity that is already there and a Lead.
    Usually, what we suggest is to delete the Opportunity and convert the Lead to a new one.

    In case , if you have a logical business requirement , we would recommend you to Update this in the Ideas Place --> Idea Place

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