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Access Profile and Role Settings for Converting Leads

To convert leads to accounts, contacts, deal registrations, or opportunities, you must have the appropriate settings in your access profiles and in your user role. This topic describes the required settings.

Access Profile Settings for Converting Leads

The access levels that allow you to convert leads are shown in the following tables. These settings are required on both your default access profile and your owner access profile.

The following table shows the access level settings for record types that allow you to convert leads.

Record Type

Access Level

Account

Read/Edit

Activity

Read/Edit

Contact

Read/Edit

Lead

Read/Edit

Opportunity

Read/Edit

Deal Registration

Read/Edit

The following table shows the access level settings for related information record types that allow you to convert leads.

Record Type

Related Information Record Type

Access Level

Account

Addresses

Read/Create/Edit

Contact

 

Accounts

Read/Create

Addresses

Read/Create/Edit

Lead

 

Completed Activities

View

Open Activities

View

Opportunity

 

Revenue

Read/Create

Contact

Read/Create

User Role Settings for Converting Leads

The role settings that allow you to convert leads are as follows:

  • The role must have the CRM Marketing: Convert Leads privilege.
  • The record-type access for the role must have the following settings:
    • For converting to opportunities, the Has Access and Can Create check boxes must be selected for the Opportunity record type.
    • For converting to deal registrations, the Has Access and Can Create check boxes must be selected for the Deal Registration record type.
    • The Has Access check box must be selected for the Lead record type in all cases of lead conversion.
    • The Has Access and Can Create check boxes must be selected for the Activity record type in all cases of lead conversion.
    • To convert leads to existing accounts, the Has Access check box must be selected for the Account record type.
    • To convert leads to new accounts, the Has Access and Can Create check boxes must be selected for the Account record type.
    • To convert leads to existing contacts, the Has Access check box must be selected for the Contact record type.
    • To convert leads to new contacts, the Has Access and Can Create check boxes must be selected for the Contact record type.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.