I've joined a new company that has several different brands. Each brand has a different Record Types for Opportunity, though all use the same Contact types. There are specific fields that are only visible based on your Role. It seems when different roles are trying to convert leads to Contacts/Opportunities, there are different required fields. I do not see these in Validation Rules, or in the field mapping. How can I see what fields are required to convert the leads for each record type and role?
Cheers,
Katie
If they are not required via a Validation Rule, then they are probably required via a Page Layout, or possibly if they are a picklist field, the Picklist Field requires a value in the in the "General Options" setting in the Field Setup and Config
