Hello Salesforce pros,
Our metrics are off in Lead with Converted lead information report because we have opportunities which were generated from inbound leads but those were never actually converted. I would like to convert those leads subsequently to correct the metrics. However, when I convert the Lead, I can choose the Existing account, however, it does not find and let me choose the Opportunity which is already closed lost. Does SF prevent doing that? Is there a work around to that to convert a lead to an already closed lost Opportunity? Perhaps updates could be done in work bench? Thanks,
Hello Vuk, So I tried setting the Opp back into a stage and with that the Opportunity appears in the Lead conversion window where I can choose it successfully... The problem with this approach is that it messes around with other metrics relating to Time-Stamp of date opp is closed lost or last stage date but updating it... So it needs to be corrected subsequently back to the original dates. We only have a handful of validation rules on the Opp object and they are relating to required fields but not preventing any changes after Opp is Closed.
