Announcement

Collapse
No announcement yet.

Lead to Contact conversion

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Lead to Contact conversion

    Hey everyone,

    i noticed if i convert a lead to a contact, the lead "with the same name as the new contact" still shows up in the search.
    But why do i want to keep finding a converted lead in the search? I noticed that since i was missing an appointment which i assigned to the Lead instead to the Contact.

    Do you delete the converted lead afterwards?

    Im curious.

    Greets

  • #2
    it is a good practice to keep the converted lead as source where the contact come from. you can disable search on the lead and the system will not include leads in search/

    Comment


    • keda
      keda commented
      Editing a comment
      Thanks for the response. How can i disable the search on them? edit. found it in Administration, settings, search.
      Would be awesome to only exclude converted leads. but it will do it i guess.
      Last edited by keda; 08-04-2022, 01:18 PM.

  • #3
    if you disable the search fields on the lead then the system will not search for any of the lead entity's attribute doesn't matter if lead converted or not

    Comment


    • #4
      It would be a huge convenience boost to be able to disable search on converted leads instead of all leads. I might want to look up a name in the global search because i dont know if its a Contact or Lead. Would this be something for a feature request yuri ?

      Comment

      Working...
      X