+ Start a Discussion
Cody Bustamante 9Cody Bustamante 9 

Flow to convert lead: Add options for conversion status?

I have a flow that is a cutom way of converting a lead, long story short I needed a way to update a field upon conversion of the lead and we needed a custom convert flow to accomplish this. The problem is I needed to remove a status "sales qualified" as an option upon conversion and replace it with "Active Opportunity" but it's not working for me. Can someone help me figure out why? 

User-added image

User-added image

You can see I have "Active Opportunity" as an option for conversion, but it's not letting me chose that as an option. Where in this flow do I update the choices for conversion? 


User-added image
Raj VakatiRaj Vakati
Do you have any record type on Lead ..If so add the Active Opportunity picklist value to the record types 
Cody Bustamante 9Cody Bustamante 9
We do use record type on leads, but I do not have the option to update the picklist "status" available for editing from the records type menu. 
Cody Bustamante 9Cody Bustamante 9
I have the "lead process" updated as well to have all of those options available. 
Cody Bustamante 9Cody Bustamante 9
Does anyone have any ideas of what I may be missing? How I can get that status to act as a selection. To be clear, the option shows up in the conversion screen, but when I try to select it, it says it is not an available option upon conversion. 
Raj VakatiRaj Vakati
Is your picklist values is active ?