How do i convert a Lead to an Account

murugappan

Active Community Member

Join Date: Aug 2017

Posts: 517
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#1

How do i convert a Lead to an Account

Yesterday, 05:46 AM

Hi,

After i create a lead, i want to convert the lead to opportunity, account and contact but current when i do that it only allows me to convert to contact and opportunity. How can i convert a lead to an account too?

Please ignore this one. I found that our setting should B2B and not B2C.

Last edited by murugappan; Yesterday, 06:14 AM.
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yuri

EspoCRM product developer

Join Date: Mar 2014

Posts: 9592
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#2

Yesterday, 07:52 AM

Hi, It's good that you wrote about the solution. I'll mention it in the docs.

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.
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