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Imported Leads Conversion to Opp.
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prp
Oct 5, 2006, 5:37:01 AM10/5/06
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Hi!
I am trying to do a Bulk Import of Leads from a csv file and convert
some of them into opportunity. I am getting an Error " Sales Force
Automation Error - You cannot qualify a lead which is already closed ".
I am trying to do a Bulk Import of Leads from a csv file and convert
some of them into opportunity. I am getting an Error " Sales Force
Automation Error - You cannot qualify a lead which is already closed ".
But when iam creating a new lead inside CRM and convert into an opportunity,
it is working without an issue.
Any clue ? pls help
MDV1457
Oct 12, 2006, 9:42:01 AM10/12/06
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PRP,
Just to clarify...do you have some process that is running that is
attempting to create a corresponding opportunity when doing the bulk import?
Remember, Opportunities are dependent on having a corresponding Contact or
Account in place. Opportunities do not stand on their own nor do they sit
under leads. The leads need to be converted to either a contact or account,
then the opportunity can get applied.
Just to clarify...do you have some process that is running that is
attempting to create a corresponding opportunity when doing the bulk import?
Remember, Opportunities are dependent on having a corresponding Contact or
Account in place. Opportunities do not stand on their own nor do they sit
under leads. The leads need to be converted to either a contact or account,
then the opportunity can get applied.
Not sure if that helps.
prp
Oct 13, 2006, 1:21:01 AM10/13/06
to
MDV,
Thanks for the Response. I have gotten over the prob. One of the
custom attribute mappings between lead and opp. was deleted by mistake and
this seems to corrupt the metaadata. It gives a query builder error.
Thanks for the Response. I have gotten over the prob. One of the
custom attribute mappings between lead and opp. was deleted by mistake and
this seems to corrupt the metaadata. It gives a query builder error.
rgds
prp
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