You are trying to convert a Lead using Deal Finder. However, when you fill the Expected Value field, you get a error message "Please verify that you are logged in, then try again."
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Reproducing the Issue
- In your Home screen, find the Deal Finder title and open it.
- Drag a Lead, to the empty panel at your right, to be converted.
- In the Expected Value field, enter the desired value, $1,000, for example.
- Click in "Convert" and get the error.
You are using the wrong number format. The program attempted to interpret the value "1,000" as a number, but since the value contravenes the rules for correct number formats, this was not possible.
Instead of using ","(comma), use "."(dot). E.g. 1.000 or 1.25.
Deal Finder, Lead, convert. , KBA , LOD-CRM-DIL-FIN , Deal Finder , How To