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chandra sekhar k 2chandra sekhar k 2 

convert of lead without opportunity

Hi All,
Convert of Lead without Opportunity Object 
Shubham Raj 29Shubham Raj 29

Hi @chandra sekhar k 2,

 

Please Find steps to do it-

Steps for Lightning Experience:

  1. Click on the Gear Icon
  2. Click on Setup
  3. Enter “Lead Settings” on the quick find box on your left
  4. Click on “Lead Settings
  5. Click on “Edit
  6. Tick ”Select "Don't create an opportunity" by Default in Convert Lead Window” and “Hide Opportunity Section of Convert Lead Window
  7. Click Save

Steps in Salesforce Classic:

  1. Click on Setup
  2. Enter “Lead Settings” on the quick find box on your left
  3. Click on “Lead Settings
  4. Click on “Edit
  5. Tick ”Select "Don't create an opportunity" by Default in Convert Lead Window” and “Hide Opportunity Section of Convert Lead Window
  6. Click Save
 

Let me know if this was helpful. If it does, please mark it as Best Answer to help others too.


Thanks,
Shubham Raj

chandra sekhar k 2chandra sekhar k 2
It Ok  but not select checkbox automatic  not convert the opportunity.
Shubham Raj 29Shubham Raj 29

Hi @chandra sekhar,

If you want to make the checkbox automatic checked for Don't create an opportunity upon conversion and not want to fully remove the lead conversion optionthen just set-

 "Don't create an opportunity" by Default in Convert Lead Window”  in “Lead Settings”.

 

Let me know if this was helpful. If it does, please mark it as Best Answer to help others too.
Thanks,
Shubham Raj