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  • Multiple lead convertions

    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

    Code:
                //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

  • #2
    Hi,
    you changed UI, but here is the logic

    EspoCRM – Open Source CRM Application. Contribute to espocrm/espocrm development by creating an account on GitHub.


    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

    Comment


    • #3
      Thanks Tanya, the link is what we have looked for :-)

      Comment

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