Convert Leads to Deal - Edit Person and Organization Info?
Our salespeople want the ability to edit the Person and Organization info when they are converting Leads to Deals. Right now it is all greyed out. Is this a configuration change or a feature request?
Answers
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Hi @Blueprint.Inc -
When creating the Deal, the Person and Org info auto-populates and cannot be edited (as you have seen). However, once the Deal has been created, they can then edit the Person and org info.
Please feel free to reach out if you would like additional support.
- Liz
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Hi @Liz (Ops Designed). Relating to the question above, we noticed that we can't change the owner anymore when converting a lead to a lead (our sales members said they were able to before). Is there a way to enable the edit function to re-assign the owner when converting?
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