Once a lead is converted, there is a special oppty that is created, which is related to the converted lead. This is mostly used by marketing for lead-to-cash reports.
What happens with our salesteam, is that they do not create an oppty once the lead is converted.
This causes marketing to "loose" data.
How can I make sure that the oppty will be created upon conversion?
In the past, the conversion page was uneditable. SF help pages offer the opposite of my need: How to make sure that an oppty will NOT be created.
I want to hide the checkbox – so an oppty will always be create.
Can I?
Best Answer
You cannot hide the checkbox on the conversion page. You can however prevent conversion without an opportunity using a validation rule on Lead (Setup -> Customize -> Leads -> Validation Rules -> New). Give your new rule a name, and set the error condition formula to
IsConverted && ConvertedOpportunityId == null. Set an error message, for example, 'All converted leads must have an opportunity. Please uncheck the "Do not create a new opportunity box" and try again.'