CRM lead troubleshooting
Goal
Unblock common failures when capturing, converting, or sharing leads.
Who it is for
Clerk and manager.
Common problems
| Symptom | Likely cause | What to do |
|---|---|---|
| Cannot open Leads | Module off or missing crm.view | Enable crm; grant view |
| Empty list but peers see rows | Owner scope without crm.view_all | Assign yourself, join or manage a sales team, or grant view-all; check Record visibility in CRM options |
| 422 on save | Missing Name, bad email, duplicate block | Fix fields or Options duplicate policy |
| Convert disabled / 422 already converted | Lead lifecycle converted | Open the linked party / opportunity |
| Convert requires email/phone/company | Options convert_*_required | Fill fields or relax Options (crm.admin) |
| Cannot open opportunity on convert | No active non-won/non-lost stage | Add stages under CRM setup / Pipeline |
| Merge fails | Self-merge or converted lead | Pick a different open lead |
| Route fails | Team has no members | Add members under Teams |
| Import/web form silent | Mailbox/form misconfigured | Check Email inbox / Web forms tabs |