You have two sales representatives in your company that currently have the same role. That role
does not allow them to convert leads, but it does provide access to lead records. You want to grant
one of them the ability to convert leads, but keep the other with the default settings. What is the
best way to accomplish this?
A.
Edit the underlying role to include the privilege,
B.
Copy the existing role and edit the copied role to include the Convert Leads privilege.
C.
Copy the existing role and edit the copied role to allow Read/Edit access to lead records,
D.
Copy the existing role and edit the copied role to hide the Leads tab.
Explanation:
To convert leads or deal registrations, users must have the appropriate access level settings f or
certain record types. The access levels that allow you to convert leads are shown in the following
tables. These settings are required on both your default access profile and your owner access profile.
The following table shows the access level settings for record types that allow you to convert leads.The following table shows the access level settings for related information record types that allow
you to convert leads.
