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  • Multiple Lead Conversions

    Hello,

    This is something I'm struggling to do in the crm. As per to default, lead is only possible to convert one time, no matter for which of the three entities (Opportunity, Account ,Contact).


    Now, I want the possibility to convert a lead multiple times until all three entities are converted. (mean according to the entity count, if I have 3 entities i should be able to convert a lead in to those 3 entities at anytime),

    Example:
    Someone converts a lead to a contact. After that user should be able to convert the lead again to a opportunity.

    Still this is not possible because the "Convert" button getting hidden the first time lead convert to an entity.


    So I need you help to develop this matter.
    Cheers!
    Nishan.

  • #2
    Hello,
    go to the leads page, press 'edit', change 'status' field from 'converted' to 'new', save changes. If the button will not appear after saving, update the page (press F5).

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    • #3
      Hello Max, Its working prefect. But better if can develop it only for non converted entities.

      Thank you.
      Cheers!
      Nishan.

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