Leads Integration To Contacts

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  • Jonathan
    Junior Member
    • Jun 2015
    • 10

    #1

    Leads Integration To Contacts

    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!
  • yuri
    EspoCRM product developer
    • Mar 2014
    • 9643

    #2
    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.

    Comment


    • Jonathan
      Jonathan commented
      Editing a comment
      I totally thought that you could only click one or the other so that is my fault.
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