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Redwood: Unable to remove the Account Filter in Lead Conversion Page

edited Aug 5, 2026 8:39AM in Sales

Summary:

We have a requirement where a Lead should be converted to an existing Opportunity.

We enabled the profile option ORA_MKL_LEAD_CONVERT_TO_EXISTING_OPTY and set it to Yes. After enabling this profile option, we are able to see the option/link during Lead-to-Opportunity conversion to select an existing Opportunity.

However, the Account filter is automatically displayed in the existing Opportunity selection window. Our requirement is to search and select existing Opportunities without filtering the data based on Account.

Currently, we are unable to remove or hide this Account filter from the Lead Conversion flow.


Content (please ensure you mask any confidential information):

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