Question Status

Unanswered
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.

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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.

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