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Only allow lead conversion
Hello, we are running into an issue where sales reps are quoting leads and those leads are turning into Prospects yet these prospects are really contacts under an existing customer.
For example, someone at Oracle submits a lead on our website. Oracle already has an account with a dozen or so contacts on it. Best practice would be to convert the lead so we can add that persons contact info under the Oracle account. However, sales reps are occasionally creating estimates or changing the status to Prospect and then we cannot convert that prospect to a contact and now we have two Oracle accounts. I know we can just go and turn the status back to lead and then convert but we receive many leads per weak and if I
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