Convert Lead to Account with the same name

[Riad]

How to Convert Lead to Account with the same name. So the name of Account will be the same of the Lead. Thank you

[victor]

Hi Riad,

You can use Workflow:

[Riad]

Thank you. But I don't have Workflow

[victor]

If when creating a Lead, you usually fill in firstName, then you can add the following code to /custom/Espo/Custom/Resources/metadata/entityDefs/Lead.json:

"convertFields": {
        "Account": {
            "name": "firstName"
        }
    }

If when creating a Lead, you usually fill in lastName, then you can add the following code to /custom/Espo/Custom/Resources/metadata/entityDefs/Lead.json (screenshot 1):

"convertFields": {
        "Account": {
            "name": "lastName"
        }
    }

- After saving the changes make Rebuild.
- Refresh your Lead page and try converting. Depending on the code option you selected, you will automatically have the firstName or lastName value substituted into the name field of the created Account (screenshot 2).