Can't convert a lead

Hi Steve Cox,

In version 7.6.2.1 the label for the button was Associate {module} (e.g. Associate Account) regardless whether you are creating a new record or selecting an existing record. You must click associate for the required modules to confirm you are ready to convert that record.

In v7.7 I believe the labels have been changed to Create Account so that it is more obvious for Users.

Hello Steve,

In Lead conversion, If you would like to add new Account and Contact. You may have to first Associate Account and Associate button.

After Association the Save and Convert button will enable and you can convert lead by pressing it.

Hope this helps you!

Hello Steve,

In Lead conversion, If you would like to add new Account and Contact. You may have to first Associate Account and Associate button.

After Association the Save and Convert button will enable and you can convert lead by pressing it.

Hope this helps you!