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Ask A Guru

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Why can't we create an Opportunity from a Lead?

Richard Appleford OB

Hi All,

We have a scenario which is;

Two customer records have been merged using Duplicate Resolution.

The first record has subsequently been deleted.

It would now seem we cannot progress the second record from a "Lead" to an "Opportunity". Would this be a correct assessment? Should we have inactivated the duplicate rather than deleting?

When merging, does the "main" record become the first record?

Any help is much appreciated.

Best regards

Richard

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