How can I fix an invalid relationship error when converting leads?

If you try to convert a lead that contains an invalid contact relationship, you may receive an invalid relationship error during the conversion.

For example, you create a lead with a valid active primary contact and account. An issue might arise when you go to convert the lead if an incorrect relationship exists for a second contact on the lead. In such a scenario, you must deactivate the relationship and after some time try to convert the lead again.

However if you want the association of the lead and contact to remain, you must add the contact back on the lead through the Contacts tab on the Edit Lead page. Here's how to resolve the issue:

  1. Navigate to the Edit Lead page.

  2. In the Contacts tab, remove the second (nonprimary) contact.

  3. Click Save.

  4. Add the contact that you just removed back again to the lead.

  5. Click Save.

  6. Convert the lead.