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Marketing > Leads > Managing Leads > Access Profile and Role Settings for Converting Leads

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 user role and in your access profiles. Depending on the record types that are involved in a lead conversion process and on how your company administrator sets up the Lead Conversion page, one or more of the following options can be available for converting a lead:

• Do Not Convert
• Auto-Create
• Use Existing

This topic describes the role and access profile settings that are required to convert a lead depending on which of the available options is used and on the record types that are involved in the conversion process.

Role Settings for Converting Leads

To convert a lead to a record of a given record type, your user role must be set up as follows:

• The Convert Leads privilege must be enabled.
• To enable you to convert a lead to another record type using the Use Existing option, the Has Access setting must be enabled for the relevant record type.
• To enable you to convert a lead to another record type using the Auto-Create option, the Has Access and Can Create settings must be enabled for the relevant record type.

Access Profile Settings for Converting Leads

The following tables show the minimum access levels that enable you to convert leads. The access levels shown here must be available on the access profile that Oracle CRM On Demand uses to extract your access level for a record of a given record type.

The following table shows the minimum access level required for the Lead record type.

The following table shows the minimum access level required for the record types that are related to the Lead record type.

The following table shows the minimum access level required for the other top-level record types that are involved in the conversion process, depending on the option that you choose in the conversion process.

NOTE: If you choose the Do Not Create option for a record type on the Lead Conversion page, then the level of access that you have to the record type is not relevant.

The following table shows the minimum access level required for the related record types, depending on the option that you choose in the conversion process.

Access to Activities Linked to Leads

In the standard application, a lead conversion fails if you do not have edit access to all of the activities that are linked to the lead. However, if your administrator selects the Convert Only Editable Activities setting on the company profile, then you can successfully convert a lead even if you do not have edit access to all of the activities that are linked to the lead. In that case, only the linked activities to which you have edit access are linked to the records that are created or updated after the conversion.

For information about how Oracle CRM On Demand determines which access profile to use, see the following topics:

• How Access Rights for Working with Primary Record-Type Records Are Determined
• How Access Rights for Working with Related Record-Type Records Are Determined

NOTE: To convert leads to deal registrations, your company must be set up to use Oracle CRM On Demand Partner Relationship Management Edition. For more information on configuring Partner Relationship Management, see Oracle CRM On Demand for Partner Relationship Management Configuration Guide.