When you try to convert a Lead to an Opportunity you notice that the Action button is Greyed out.
SAP Hybris Cloud for Customer
Reproducing the Issue
Go to the Sales work centre.
- Go to the Lead view.
- Open Lead XYZ ( XYZ represents the Lead ID where you observe the issue).
- Click the Actions button.
Observe the option for Convert to Opportunity is greyed out.
Depending on your system configuration this can be expected system behaviour.
Lead actions are controlled by the Fine Tuning activity Leads and also the Status of the Lead.
You need to add the Status to the allowed schema.
Go to the Business Configuration work centre.
- Go to the Implementation Project view.
- Open the Activity List.
- Search for Lead.
- Open this Hyperlink and choose Status.
Here you can check which option you want available per Lead Status.
Lead, Status, Convert, Opportunity, Account, Fine Tuning, Grey , KBA , lead , grey , button , sales , action , convert , convert to opportunity , LOD-CRM-LM , Lead Management , How To