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Sep 06, 2012 at 09:55 AM

Sales Oportunity - choosing a Lead as a related BP

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Hello,

On the 'Partners' tab of a sales opportunity you are able to choose a related BP. It doesn't seem to allow you to choose a business partner of type 'Lead' however it does allow you to create a new Lead from the choose BP list and add that into the related BP field. If you then go to find that Lead in the Choose from list, it does not get displayed. Does anyone know if this is correct behaviour please? It seems strange that you can't choose any Leads but you can create a new Lead and use that one as the related BP.

Many thanks,

Kate