How to convert a lead into opportunity.

Forum|Forum|12 years ago
May 16, 2013
5 replies
2021 views

Hi,

I am trying to convert a lead into opportunity but getting error as -

"Validation error on Lead: Please select appropriate LDR who qualified the lead."

Please let me know the process to convert a lead into opportunity.

Marketo

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Best answer by Itay_Billet4

I believe it is a validation rule you have in SFDC / other CRM. make sure that the "LDR" field is populated before converting the lead into an opportunity, or exclude the Marketo user in validation rules in SFDC, something like:
IsConverted &&
ISBLANK(LDR__c) &&
$Profile.Name <> "Marketo User"

You can read more about this here: https://community.marketo.com/MarketoArticle?id=kA050000000L55ACAS

Itay_Billet4Accepted solution

Level 8

I believe it is a validation rule you have in SFDC / other CRM. make sure that the "LDR" field is populated before converting the lead into an opportunity, or exclude the Marketo user in validation rules in SFDC, something like:
IsConverted &&
ISBLANK(LDR__c) &&
$Profile.Name <> "Marketo User"

You can read more about this here: https://community.marketo.com/MarketoArticle?id=kA050000000L55ACAS

A

Anonymous

.

A

Anonymous

I Itay,

I have checked all LDR fields are populated.
Can you please share the steps to convert a lead in opportunity. I don’t have a salesforce account.
Can we create opportunity from Marketo.

Itay_Billet4

Level 8

Sure, create a smart campaign. in the smart list add any criteria that you'd like (any custom fields that are populated).
in the Flow drag the "Convert Lead" flow action and specify the covnerted lead status. You can also add choices.

A

Anonymous

Thanks Itay,

I have tried with suggested steps and i have not get error in some leads.
But after fetching leads names by using condition as " Has oppurtunity = true", i have not get those converted lead names.

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