Convert oppurtunity to case instead of lead

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  • Khoi - d2o
    Junior Member
    • Nov 2017
    • 6

    Convert oppurtunity to case instead of lead

    Hello Tanya,

    Sorry but Im a bit new with CRM. Was wondering about the functionality convert "lead" to opportunity, account etc.

    Is it possible to somehow convert "opportunity" or any other entity to "case"? I've looked around a bit and cant find any where I can customize this. Is this possible and do I need to do any coding?
  • yuri
    Member
    • Mar 2014
    • 8442

    #2
    Hi,

    Tanya is out of touch for a few days.

    You will need coding. Also you can utilize Workflows. Available in advanced pack. But there won't be a convert form. Data will be carried over from Lead to Case once certain condition met, e.g. when status is changed and bacame 'Converted'.
    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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