Great videos - keep them coming! At 9:27 you convert a lead to an opportunity and you were not required to add a business account. In my instance, the screen that comes up with a slightly different screen and Business Account ID is However, I can create an opportunity directly (IE not from a lead) and I am not forced to enter a business account. Is there a way to turn off the requirement to enter a Business Account ID when promoting the lead to an opportunity?
Great videos - keep them coming! At 9:27 you convert a lead to an opportunity and you were not required to add a business account. In my instance, the screen that comes up with a slightly different screen and Business Account ID is However, I can create an opportunity directly (IE not from a lead) and I am not forced to enter a business account. Is there a way to turn off the requirement to enter a Business Account ID when promoting the lead to an opportunity?
Check the opportunity class setting
@@gmercede Awesome! It was actually the Lead Class Setting that was forcing. Thanks for the reply!
Excellent, glad this forum helped you answer your questions