I am in need of a solution to a question I have regarding leads and how to eliminate the creation of an opportunity every time a lead is qualified. In 2011, this window would pop up when you would convert the lead and it gave you the options to choose from. Looking online in forums and other articles it looks like Microsoft turned off this feature which many users were upset about because in not every situation is an opportunity needed (future business, belong to a competitor, etc.).
I think our main concern if alleviating CRM responsibility from our users who would perform this step. While it would easy to have them delete the opportunity that’s automatically created, we have not and probably will not ever grant them that access since too much could go wrong with missing information.
If the above 2011 solution is not available and cannot be built is there any way to develop a work flow or workaround that would delete the opportunity every time and simply keep the contact or account record?
