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Conversion of lead into opportunity without an account

Dec 20, 2017 at 09:51 AM


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Former Member

Hi There,

I was working on requirement:

If a lead is created without an account, Than can this type of leads created could be restricted with "convert to opportunity" option in action button of lead as grayed out?

first part of graying out is achievable but conditioning it for only leads which are created without an account having grayed out "convert to opportunity" is a question. tried in Workflow rule- could not.

any alternate ways? please let me know. if custom steps do let me know and it shouldn't be much of effort to achieve this.

Best Regards

suman Pattnaik

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1 Answer

Claire Tang
Dec 28, 2017 at 05:47 AM

Hi Suman

As far as I know, no matter through "code list restriction" feature or "Business Configuration", this requirement cannot be achieved. You have to do custom development to achieve this.

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