We want users to only be able to create an associated deal for a contact/company if they also have an associated lead. If there is no associated lead to the company/deal - they are unable to create a deal record manually from the contact/company record. This is to retain the integrity of our lead to deal pipeline.
Just what I was looking for, This will make our proceess more effecient and optimized.
Yes! I need this. Hard to track leads if my sales team can bypass them and create deals without a lead.