Converting Lead to Opportunity with all fields carry forward

brijeshcp@gmail.com

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Join Date: Apr 2018

Posts: 41
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#1

Converting Lead to Opportunity with all fields carry forward

04-04-2018, 07:21 AM

When I convert a Lead to Opportunity, not all the fields are moved to Opportunity List. I have to re enter all client details again in Opportunity. Is there a way when we convert an Lead to Opportunity, all the details that we have entered in Lead move automatically to Opportunity.
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tanya

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Join Date: Jun 2014

Posts: 4308
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#2

04-04-2018, 07:57 AM

Hello,
does these fields have the same name?
Fields with the similar names are copied, other you can set in entityDefs

Convert Page - EspoCRM Open Source Community Forum

https://forum.espocrm.com/forum/developer-help/24325-convert-page

I am looking for the lead convert layout page code. I need to completely remove 2 options so they are not visible in the layout Could someone point me in the
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