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Copy data with one button

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  • Copy data with one button


    Hi Maybe someone already realized it. The idea is this: We have a table with potential customers and if the transaction was carried out with one button we copy/transfer all the data into the table "customers"

    Добрый день.
    Задача:
    Иметь таблицу с потенциальными клиентами (грубо говоря до массового прозвона и других касаний) и возможность одной кнопкой переносить в другую таблицу (базовой набор полей такой же)
    Last edited by rucrm; 05-11-2018, 06:35 AM.

  • #2
    Hi,
    for this ability is implemented Lead entity with Account and Contact (convert action)

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    • #3
      Yeah, I saw that button. But can I do the same for any table? or just development?

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      • #4
        only with developing

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        • #5
          For what approximate cost you can realize it?

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          • #6
            you can do it with Workflow from Advanced Pack

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