Need ability to disable Lead Conversion where a Lead is associated to a Sales Prospect (Doc ID 1985289.1)

Last updated on MARCH 11, 2017

Applies to:

Oracle Fusion CRM for Microsoft Outlook Cloud Service - Version 11.1.9.2.0 to 11.1.11.1.0 [Release 1.0]
Oracle Fusion CRM for Microsoft Outlook - Version 11.1.9.2.0 to 11.1.11.1.0 [Release 1.0]
Information in this document applies to any platform.

Goal

At present when a user clicks "Lead Actions>Convert to Opportunity" if the customer field is blank a validation error appears "Account name is required". However, if a Sales Prospect is associated to the Lead then it can be converted. The customer requirement is that only Leads associated to Sales Account should be allowed for converting to an Opportunity. A validation message such as "The account should be a Customer Account in order convert the lead. A prospect is not allowed"
 

Solution

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