Bulk Convert Leads to Contacts

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  • tim
    commented on 's reply
    shalmaxb Could you write a scenario to reproduce it so I will be able to help you.

  • dreginald
    replied
    You require an Advanced Pack. Write a workflow to convert to Contact on Mass Update of Ticking a Boolean Field

    Leave a comment:


  • shalmaxb
    commented on 's reply
    Hi, I tried the extension and got it to work for normal fields, but not for links.
    I have leads with account information, which in the leads are plain textfields (as the leads may come from a web-form). The single, built-in conversion creates an account link in contacts from this field and in accounts it creates a contact link from the name field in leads. So, when converting a lead to both contact and account, they are correctly linked in the contact and account entity.
    This I did not get to work with the extension.

  • esforim
    commented on 's reply
    Thank you! I won't have a need for this but added this to the unofficial wiki: https://github.com/o-data/EspoCRM-Le...nd-Design/wiki

  • tim
    replied
    We have just published an extension which is doing exactly that https://github.com/hidden-hint/ext-mass-convert

    Leave a comment:


  • esforim
    replied
    I initially though that you can just "mass update" it but it look like that not possible, currently it look like only individual click.

    I don't use Advanced Pack so not sure but considering the powerful that Advanced Pack is, I think it is possible.

    Leave a comment:


  • GrokWhy
    started a topic Bulk Convert Leads to Contacts

    Bulk Convert Leads to Contacts

    Is anyone aware of a method to convert Leads to Contacts in bulk?

    We're using this to manage volunteers.

    If not, do you think the Advance Pack add-on could do it?

    Thanks,
    Russ


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