Convert leads from contacts automatically

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  • alaaelansary
    Junior Member
    • May 2017
    • 1

    Convert leads from contacts automatically

    Dears
    is there any way to convert leads automatically from contacts? Every time I convert a lead from a contact I have to write the same details manually as it is written in the contact form For ex (Name, phone number, email etc). Is there any way to auto-copy all these information ?
    thank you very much in advance
    Last edited by alaaelansary; 05-24-2017, 12:24 AM.
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hello

    In general it used in different way. Leads are converted to Contacts / Accounts / Opportunities. If you want to leave the logic, you use, copy functionality from lead to contact.
    If you want create a lead after contact creating automatically, you can use workflows (https://www.espocrm.com/features/workflows/)

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