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Originally our org only had one record type for opportunities but we've since added a second. I want to manually change a few opportunities to this new type. However, the Opportunity Record Type field doesn't appear to be something I can change. I would have expected a drop down of some sort.

Is there any way to change an existing opportunity's record type in the web UI? If not, can it be changed at all? Do I have to delete it and recreate it?

1 Answer 1

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you cant edit the record type of the object in edit mode.

If you go to the detail view of the page, you should see a field called record type with the link [change] next to it.

If you dont see that, edit the layout to add the record type field to the layout in question:


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    "Opportunity Record Type" is the name of the field to add to the page layout. Commented Sep 5, 2012 at 17:18
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    And verify that the appropriate profiles have the permissions to change it.
    – Mike Chale
    Commented Sep 5, 2012 at 17:33
  • Hmm, I had already added the Opportunity Record Type to the layout but there is no [Change] next to it (there isn't anything next to it). This is from a System Administrator profile. Commented Sep 5, 2012 at 18:36
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    2 things, one: check that you have more than 1 record type created for the opportunity. two: make sure the other record types are available to the profile attached to the test user.
    – ebt
    Commented Sep 5, 2012 at 19:00

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