After I convert a Lead to a Contact currently, the Lead remains there. Is there a way for the lead to delete automatically after the (during the) convert process? Thank you!
Announcement
Collapse
No announcement yet.
Delete Lead after converting to a Contact
Collapse
X
-
The Lead after convert has a status Converted. You can just filter by status. But if you really need to delete the lead, you can use hook for it or override Lead Service convert method
hook info https://www.espocrm.com/documentatio...lopment/hooks/
-
I would simply create a way to remove the lead. I hate that too. Why have the person on the CRM twice and simply "filter" it out, that's bandaiding the app. It's a waste. If it's converted, why keep the lead profile when they are now a contact or account
Comment
Comment