convert a lead to contact

cindy

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Join Date: Jul 2018

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#1

convert a lead to contact

07-17-2018, 01:49 PM

Hi, when I want to convert a lead to contact or account, is there a way to avoid recreating/rewrite all the information (copy ? duplication ?) ?
I use the free version.
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yuri

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Join Date: Mar 2014

Posts: 8543
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#2

07-17-2018, 02:31 PM

Hi Cindy,

Yes. There is a button Convert in the top-right corner on the lead view.

documentation/docs/user-guide/sales-management.md at master · espocrm/documentation

https://github.com/espocrm/documentation/blob/master/docs/user-guide/sales-management.md#leads

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1 comment

#2.1

petrik commented

03-28-2019, 09:53 AM

Editing a comment

Yes, conversion works nicely, but the question was if it is possible to avoid duplication of information, i.e., to simply change the status of "lead" to the "contact" -> Now what really happens is that the system makes a new instance on the system.
Then there is a confusing situation that you have the same name as "lead" and "contact".
-> Could it be possible to have a status flag for a name ?
(Just like opportunities have status flags)

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