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##### Configuring Lead Settings The following table describes how to set up the Lead Settings section in the Company Profile page in Oracle CRM On Demand. NOTE: Some additional fields might be displayed if your company has certain features turned on.
Field | Description
--- | ---
Convert Only Editable Related Objects | If you select this check box, then users can convert leads to other record types such as accounts, contacts, deal registrations, or opportunities, even if the user performing the conversion does not have edit access to all activities and custom object records required for the conversion. However, only the activities and custom object records to which the user has edit access are linked to the converted lead record. For more information on the settings required for lead conversion, see Access Profile and Role Settings for Converting Leads. If you do not select this check box, then the user performing the conversion must have edit access to all activities linked to the lead and all custom object records selected for the conversion. Otherwise, the lead conversion will not succeed. This is the default setting.
Enable Owner Full Name, Rating and Sales Person are Required to Qualify a Lead | If you select this check box, then the Owner Full Name, Rating, and Sales Person fields are required in the Lead record when qualifying the lead. This is the default setting. If you do not select this check box, then these fields are not required for qualifying a lead.
Auto-Update Sales Person Field When Associating Account on Lead Record | If you select this check box, then Oracle CRM On Demand automatically updates the Sales Person field in a lead when an account that is associated with the lead is updated, either through the user interface, the import tool, workflows, or through Web services. This is the default setting. If you do not select this check box, Oracle CRM On Demand does not update the Sales Person field. NOTE: If a user clicks the Convert button on a Lead Detail page to associate a lead to an existing account, then Oracle CRM On Demand does not update the Sales Person field.

Published 5/23/2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.