3624192 - Main contact requirement when converting lead to opportunity for individual customers

The main contact field is required when converting a lead to an opportunity for individual customers, even though individual customers do not have separate contacts.

SAP Cloud for Customer

1. Go to Sales Work Center.
2. Go to Leads Work Center View >> Open a lead.
3. Click on Actions.
4. Convert to Opportunity.
5. Select an individual customer in Account field.
6. The Contact field is still visible.

This is a current known system limitation.

When converting a lead to an opportunity, the system does not automatically hide or make the Main Contact field optional based on the customer type. For individual customers, who don't have separate contacts, choosing a Main Contact doesn't make sense. Generally, contact field can be set as an optional. But since the field is required as mandatory, users have to select someone just to continue. After conversion, the contact field disappears, which is expected. We recommend simple customization to handle this automatically and make the process easier for users.

main contact, lead conversion, individual customers, mandatory field, contact field, private customers, convert to opportunity. , KBA , LOD-CRM-OPP , Opportunity Management , LOD-CRM-LM , Lead Management , Problem