Lead Conversion Options Explanation

Then I go to any Lead but the Convert Lead action is not there. Why?

I can only see the link if I activate see and use all, but then I also see al the modules, which I do not want.

I just tried and it worked correctly for me.

The problem must be with some field the conversion needs.

I had a look at the code and it says that the “Convert Lead” action will be visible when all these conditions are met:

  • the user has edit permission on Accounts, Contacts and Leads
  • the user must have conversion tool permission in his profile (see image below)
  • Accounts and Contacts modules are active
  • the Lead hasn't been converted previously
  • the field “Company” on the lead is not empty

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