Always start include thru leads

[rslemer]

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 ?

[joebordes]

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.

[rslemer]

Ok, I will try this.

Thanks!

[rslemer]

I was thinking, flag is converted by lead, not could be use for this test?

[joebordes]

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.