Troubleshooting

Lead Does Not Convert

Cause: Required fields for target entities missing

Fix: 1. Check required fields on Account and Contact
2. Fill accountName on the lead
3. Try conversion again

Opportunity Missing Account

Cause: Account not selected

Fix: 1. Edit the opportunity
2. Select the account in the Account field
3. Save

Contacts Not Visible on Account

Cause: Contact not linked

Fix: 1. In account detail open Contacts
2. Click Select
3. Add existing contacts

Kanban Does Not Show All Opportunities

Cause: Filters or ignored statuses

Fix: 1. Check active filters
2. Opportunities in Closed Lost are hidden (setting)
3. Adjust kanbanStatusIgnoreList if needed

Workflow Not Working

Cause: Misconfiguration or conditions

Fix: 1. Verify the workflow is active
2. Check trigger conditions
3. Review logs in Administration → Scheduled Jobs

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