CRM / Reference

Fix common CRM problems.

Use the symptom below to find the first place to check.

Convert to deal is unavailable

Open the lead from CRM → Leads and confirm it has not already been converted. If the action still does not appear, check that the record action is enabled for the Leads table.

Pipeline or Stage is empty

Open CRM → Configuration → Pipelines and Pipeline Stages. Confirm there is an Active pipeline with an Active stage assigned to it.

Conversion fails validation

Choose an existing or new contact, provide Account code and Account name when creating a new customer, then select Pipeline and Stage.

A report has no rows

Clear filters, check the date range, and verify the source records have the required relationships and statuses.