Hi, the option for Account is missing when I convert Leads.
I've confirmed I have a Convert layout for Account, Contact and Opportunity.
I have even added the below to /opt/bitnami/apps/espocrm/htdocs/custom/Espo/Custom/Resources/metadata/entityDefs/Lead.json
"convertEntityList": [
"Account",
"Contact",
"Opportunity"
],
"convertFields": {
"Contact": {
},
"Account": {
"name": "accountName",
"billingAddressStreet": "addressStreet",
"billingAddressCity": "addressCity",
"billingAddressState": "addressState",
"billingAddressPostalCode": "addressPostalCode",
"billingAddressCountry": "addressCountry"
},
"Opportunity": {
"amount": "opportunityAmount",
"leadSource": "source"
}
},
The same values are in the /opt/bitnami/apps/espocrm/htdocs/application/Espo/Modules/Crm/Resources/metadata/entityDefs/Lead.json
What am I missing? Why is there no option for Account during lead conversion? It doesn't create it an Account and it doesn't show the option.
Any thoughts?
Pages found:
I've confirmed I have a Convert layout for Account, Contact and Opportunity.
I have even added the below to /opt/bitnami/apps/espocrm/htdocs/custom/Espo/Custom/Resources/metadata/entityDefs/Lead.json
"convertEntityList": [
"Account",
"Contact",
"Opportunity"
],
"convertFields": {
"Contact": {
},
"Account": {
"name": "accountName",
"billingAddressStreet": "addressStreet",
"billingAddressCity": "addressCity",
"billingAddressState": "addressState",
"billingAddressPostalCode": "addressPostalCode",
"billingAddressCountry": "addressCountry"
},
"Opportunity": {
"amount": "opportunityAmount",
"leadSource": "source"
}
},
The same values are in the /opt/bitnami/apps/espocrm/htdocs/application/Espo/Modules/Crm/Resources/metadata/entityDefs/Lead.json
What am I missing? Why is there no option for Account during lead conversion? It doesn't create it an Account and it doesn't show the option.
Any thoughts?
Pages found:
Comment