Leads Integration To Contacts

Jonathan

Junior Member

Join Date: Jun 2015

Posts: 10
Share

Tweet
#1

Leads Integration To Contacts

06-15-2015, 09:26 PM

Is there a way to have it where when you convert a lead it turns into an account and adds the person on the lead to a contact and connects them to the account?

Please let me know.

Thanks!
Tags: None
yuri

Member

Join Date: Mar 2014

Posts: 8467
Share

Tweet
#2

06-17-2015, 11:32 AM

Hi

I'm not sure whether I understand what you need. When you convert Lead you can create account and contact. Contact will be linked to Account.

If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.
Comment
1 comment

#2.1

Jonathan commented

07-08-2015, 11:56 PM

Editing a comment

I totally thought that you could only click one or the other so that is my fault.

Comment