CRM 2011: Insufficient Permissions when converting lead to opportunity

Question Status

Ahmed Zaveri asked a question on 11 Jul 2011 12:16 AM

I have a custom security role which is only allowed to view and create user level leads and opportunities and cannot create account as well. i have set the persmissions as explained above, but when i try to convert lead to opportunity crm generates error that insufficient permission to perform this action.

which security permission should be given to remove this error please help.

Dave Harig responded on 6 Oct 2011 8:49 AM

Were you able to figure this out?   My sales team can Qualify a Lead to an account but they get a permission error on oportunity.   I have read, write, view, edit, delete append, append to permissions all checked under oportunity.