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+--- Thread: Always start include thru leads (/showthread.php?tid=809)
Always start include thru leads - rslemer - 12-18-2017
My user, wish only your time, create a new client thru "module lead"
that is, only by this form
include lead -> make conversion
Never, user should created directly account.
I think if I blocked Create in user perfil, user cannot convert a lead, too, right?
There any way, to do that?
Not created Account directly, without create a lead previouly ?
RE: Always start include thru leads - joebordes - 12-18-2017
You are right this cannot be done using permissions system because if you block account creation you will not be able to convert the lead.
I would create a custom validation rule for accounts to detect that the user is trying to create and inform them that it is not allowed. Validation rules are not executed on lead conversion.
RE: Always start include thru leads - rslemer - 12-19-2017
Ok, I will try this.
Thanks!
RE: Always start include thru leads - rslemer - 12-19-2017
I was thinking, flag is converted by lead, not could be use for this test?
RE: Always start include thru leads - joebordes - 12-19-2017
No, because this field is read-only and set directly by the conversion process AFTER the save, so you can't stop the creation based on that field.