Please always create an Opportunity when you convert a Lead in Salesforce. This is the only way to maintain the link between the record in Channeltivity and Salesforce. If you don't create an Opportunity, you will have disconnected records.
The following article explains what happens if you don't create an Opportunity upon Lead conversion using the Deal Registration and Referral integrations with Salesforce. The same holds true for Channeltivity's Lead Distribution integration as well.
If you have the Deal Registration or Referral integration with Salesforce enabled, the Salesforce button in the top right corner of a Deal (or Referral) displays an icon indicating its sync status. As you can see in the image below, the green dot indicates the successful syncing of the Deal Registration with a Lead record in Salesforce.
Clicking the Salesforce button and selecting "Full Details" will open a dialog with additional info:
Salesforce Lead Conversion to Opportunity
Channeltivity is designed to maintain the link if the Lead is converted to an Opportunity in Salesforce. However, if you choose not to create an Opportunity during the conversion process in Salesforce by selecting the checkbox outlined below in red, you will break the connection between the Deal Registration (or Referral) in Channeltivity and Salesforce. The record's sync status will then change to "Disconnected" or "Converted." Don't do this. Always choose to create a new Opportunity when converting a Lead to an Opportunity in Salesforce.
Channeltivity Deals and Referrals linked to Leads in Salesforce that were converted without creating an Opportunity upon conversion will include an orange diamond icon on the Salesforce button.
You can click the Salesforce button > Full Details to view the exact issue:
Therefore, converting a Salesforce Lead without creating the associated Opportunity breaks the integration with Channeltivity, so make sure to always create an Opportunity when converting Leads.
How do I fix a disconnected Lead?
You must unlink the Channeltivity record from the Salesforce Lead that was converted without creating an Opportunity and link it to an existing Opportunity in Salesforce. Instructions can be found in the below article: