Frappe CRM - Lead to Deal Conversion not happening as per expectation.

[anushmohan95]

Lead2Deal.mp4

After uploading all Lead details and Organization Details, and when i press convert to deal, after pressing qualified on the lead, the contact is created but however the deal is not created. The lead has a Converted Flag and the lead dissappears from the lead list.

[shariquerik]

@anushmohan95 Also share error log in console, because i am not able to reproduce the issue.

[anushmohan95]

@abal0011 Can you please assist ?

[abal0011]

Hi @shariquerik we use frappe cloud. Do we have access to frappe crm error logs ?

I looked up browser console logs and noticed the following error while trying to convert to DEAL

frappe.exceptions.LinkValidationError: Could not find Status: Qualification

crm.fcrm.doctype.crm_lead.crm_lead.convert_to_deal LinkValidationError
    at eN (call.js:64:13)
    at async Object.P [as onClick]

[abal0011]

Looks like we changed CRM deal status Qualification to a customised field status and I believe that is not allowed ? Should we be creating a totally new CRM deal status to handle it?

I believe the changed CRM deal status is what caused the error converting to deal as there is no Qualification status available now.

How do we go about handling custom status operations ?

[shariquerik]

@abal0011 You can add your own statuses and remove the existing once.
I think you have removed "Qualification" from "CRM Deal Status" but it is not removed from the default value in status field