Needing some help

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  • Cabaret
    Member
    • Nov 2020
    • 36

    Needing some help

    Hello guys,

    I have some problems :

    First Problem :
    How can I add the option to convert the #Account to #Leads for example?
    I would only need to transfer the name etc.

    Second Problem :
    When I convert one #Lead to #Account the #Lead won't delete automatically by it self, any help?
  • item
    Active Community Member
    • Mar 2017
    • 1498

    #2
    Hello,
    what you need help is for me "error". it's not so a CRM workflows.

    never a account contact you ! it's a society.
    lead contact you.. so you just need convert lead to..

    why lead don't deleted.. because lead is your first "contact".. it's a trace..
    you need learn CRM i think.



    If you could give the project a star on GitHub. EspoCrm believe our work truly deserves more recognition. Thanks.​

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