on 04-20-2017 4:23 PM
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
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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