Link Lead with company

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  • Philipp
    Junior Member
    • Aug 2014
    • 20
    #1

    Link Lead with company

    Hi,

    is it possible to link a lead with an existing company? Maybe additional to the existing String-Type field in the lead detail view.
    The background is, that I want to klick on a company and see alle related contacts as well as all related leads.

    best regards
    Philipp
    Tags: None
    • yuri
      Member
      • Mar 2014
      • 8559
      #2
      There is only one relation created after lead converted into account.

      I think you need to create new relation to acheive what you need.
      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

        • Philipp
          Junior Member
          • Aug 2014
          • 20
          #3
          Hi,

          thanks for your answer.
          But how can create this relation? Do I have to modify the database and the code? Or is it possible by Administration?
          If it is a modification, can you please tell me the relevant positions?

          best regards
          Philipp

            Comment

            • yuri
              Member
              • Mar 2014
              • 8559
              #4
              Not possible via admininstration but this tool will be implemented in 1-2 months.
              You can do it only with metadata customizing for now.
              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

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