CRM-R7-UPGRADE REL 7 - Owner Name Get Changes While Converting The Lead Into Opportunity

(Doc ID 1600858.1)

Last updated on OCTOBER 03, 2016

Applies to:

Oracle Fusion Lead Management - Version and later
Oracle Fusion Lead Management Cloud Service - Version and later
Information in this document applies to any platform.


On : version, Pursue Leads and Opportunities-Follow Up Leads

When Sale Rep. makes the Lead and His Manager Convert the same into Opportunity . After Release 7 upgrade the system changes the Owner Name from Sale Rep to Manager's Name.

The converted from Lead Opportunity owner  should stay the Sales Rep

The issue can be reproduced at will with the following steps:

1  Log a a Sales rep
    Navigator > Lead Qualification > Create A New Lead
    > From Lead created a new customer and contact
    > Add product & Value in Lead > Save and Edit
    > Sales rep is the lead owner .

2 . Log as manager of the sales rep
 Navigator > Lead Qualification > Retrieve same lead as Branch Manager
  > convert lead to Opportunity
3. Navigator > Opportunities > Retrieve the converted opportunity
  > After convert opportunity it showing Branch Manager name as Opportunity . Owners and no more sales rep

This issue appeared after Release 7 upgrade

The issue has the following business impact:
Due to this issue, users cannot be confident of the converted Opportunity owner which can lead to errors .


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