Skip to main content
Meaning can I prevent standard users from creating an opportunity unless it's first a Lead?
1 answer
  1. Feb 7, 2012, 11:27 PM
    Technically yes. It requires custom development though.

     

    You have to override the Opportunity New Button so that a user cannot create the opportunity from the Opportunity Tab or Side Bar.

     

    Then override the Convert button to allow the user to convert the lead into an Opportunity.
0/9000