Converting Multiple Leads to the same Account (Company)

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  • JosNas
    Member
    • Sep 2021
    • 97

    Converting Multiple Leads to the same Account (Company)

    I have created an external form that once is filled, creates a Lead (Lead Capture) with information divided into 2 parts: some information is personal about the lead (name, address...) and the other portion of data is about where they work (company's address, name, their position in it...).

    Once I Convert the lead, I check both 'Account' and 'Contact' where the personal information goes to 'Contact' (and creates a contact) while the professional information goes to 'Account' and creates a company.

    However, given that many employees work in the same organization, I don't want to create multiple records of the same company (Account) when I check 'Account' after clicking 'Convert' on the Lead.

    For example, I have a Lead 'A' who works at Company 'X' as a Developer, and I also have another Lead 'B' who also works at company 'X' as an Accountant. When I convert both leads, can I create only one company (Account) 'X' that has all it's employees listed under it as Contacts with their positions??

    Thank you in advance for any assistance.
  • yuri
    Member
    • Mar 2014
    • 8438

    #2
    There's no such ability.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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    • JosNas
      Member
      • Sep 2021
      • 97

      #3
      Originally posted by yuri
      There's no such ability.
      --------------------------------------------------------------------------------------------------------------------------------------
      I cannot avoid creating duplicate Accounts in the Accounts Entity?

      Comment

      • yuri
        Member
        • Mar 2014
        • 8438

        #4
        I just don't create an account when convert a second lead. After conversion, on the contact detail view I link that contact to an existing account.
        If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

        Comment

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