Document number: 11511

 

You cannot convert Leads to Opportunities because you cannot view the list of opportunities with which to link or associate your leads.

In some cases, customers have the same name but may have different Customer IDs associated to them. You must make sure that you have the same Customer ID for both lead and opportunity when you want to link them.

To associate a lead to an opportunity, you can update the Customer field of either the lead or the opportunity so that they both have the same Customer ID.

1. Open either the Lead or Opportunity.
   
   
2. Clear out the Customer field3.
   
   
3. Click on the magnifying glass icon and search for the appropriate Customer ID.
   
   
4. Go to the Customer Address and Contact sections of the Opportunity.
   
   
5. Edit to reflect the changes in the Customer field. (If you do not change this, it will continue to reflect the address and contact associated with the previous customer ID.)

Note: Be sure to exercise best judgement when editing the Customer field in Lead or Opportunity.

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2002 All rights reserved.
Created: amq 08/23/2002