Title of Lead while converting to Contact does not really work without an account

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  • ThomasB
    Senior Member
    • Mar 2022
    • 181

    #1

    Title of Lead while converting to Contact does not really work without an account

    When you enter Lead data, you can specify a title of the lead. E.g. Sales Manager.

    When you try to convert that lead to an account, contact, etc this title is lost unless you assign the to be converted contact to an existing account. The title will then used as account title.

    If you create a new account and contact via the convert function from the lead, the title is lost, because the account does not exist yet and you can not select it.
  • yuri
    EspoCRM product developer
    • Mar 2014
    • 9592

    #2
    Will be fixed in v9.3.
    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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    • yuri
      EspoCRM product developer
      • Mar 2014
      • 9592

      #3
      Lead with a title. Open the convert form. Check to create Account and Contact. Convert. The title is not stored in the Account-Contact relationship.
      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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