When you want to merge a "Opportunity" from "Lead" it self, then first of all you need to create "Opportunity",
Make sure "Opportunity" having same partner as in "Lead".
You can follow these steps...
1) "Lead" with partner ABC
2) "Opportunity" with partner ABC
3) Go to "Lead" in that "Merge with existing opportunity" you can get "Select opportunities"
4) That list contains "Opportunities" with partner ABC
Let me know if still it is not clear, or I am wrong.
Hi Els Van Vossel,
When you want to merge a "Opportunity" from "Lead" it self, then first of all you need to create "Opportunity",
Make sure "Opportunity" having same partner as in "Lead".
You can follow these steps...
1) "Lead" with partner ABC
2) "Opportunity" with partner ABC
3) Go to "Lead" in that "Merge with existing opportunity" you can get "Select opportunities"
4) That list contains "Opportunities" with partner ABC
Let me know if still it is not clear, or I am wrong.
Thanks.