On the Lead object, in the Status field I have following values

Open (default)


Qualified (Converted)

Initial Conversation

Specs Sent

Approval Received

I want the user to be able to convert the Lead to an Account, Contact and Opportunity only if the Status = Qualified

My Approach

Create a checkbox 'Qualified__c' and set it to True via process builder when Status = 'Qualified' then, use the validation rule to prevent the Lead from being converted.

Is there a better approach than mine ?

1 Answer 1


When they convert the Lead, they will need to select Qualified as the new Lead Status. Further, they won't be able to set the status to Qualified until the Lead is converted. There's no need for such a validation.

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