Multiple lead convertions

[bdcitsolutions]

Hello Espo Users,

per default, it is only possible to convert a lead once, no matter for which of the three entities (Oppertunity, Account ,Contact).
Now, we want the possibility to convert a lead multiple times, until all three entities are converted.

Example:
Someone converts a lead to a contact. Now he should be able to convert the lead again to a oppertunity.

Still at the moment this is not possible because the "Convert" button is hidden. As a workaround, we've done this

            //if (['Converted', 'Dead'].indexOf(this.model.get('status')) == -1) {
                this.menu.buttons.push({
                    label: 'Convert',
                    action: 'convert',
                    acl: 'edit',
                });
            //}

in "client/modules/crm/src/views/lead/detail.js." and the button is always shown.


Is there any nice solution for this?


Best regards from Germany,

Daniel

[tanya]

Hi,
you changed UI, but here is the logic

https://github.com/espocrm/espocrm/blob/master/application/Espo/Modules/Crm/Services/Lead.php#L178

as you can see, if you convert one lead several times, you can lose relations
- if you convert to account first, and to contact in the next time, this contact and account won't be related
- also activity will be moved only to the first converted entity

[bdcitsolutions]

Thanks Tanya, the link is what we have looked for :-)