Case to lead

griemer

Junior Member

Join Date: Feb 2016

Posts: 2
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#1

Case to lead

02-07-2016, 09:32 AM

I am new to CRM, not only to EspoCrm, so maybe this is a stupid question.
If someone fills in the contactform on our site, this form is emailed to our mailbox. The it ends up under 'Cases'
But how can i convert a case to a lead?
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yuri

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Join Date: Mar 2014

Posts: 8440
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#2

02-08-2016, 08:35 AM

You can write Hook afterSave or use Workflow from Advanced Pack.

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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