Lead to Contact conversion

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • keda
    Junior Member
    • Jul 2021
    • 28

    #1

    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
  • rabii
    Active Community Member
    • Jun 2016
    • 1339

    #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/
    Rabii
    EspoCRM & Web Dev

    🔗 See what I’ve built for EspoCRM

    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, 12:18 PM.
  • rabii
    Active Community Member
    • Jun 2016
    • 1339

    #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
    Rabii
    EspoCRM & Web Dev

    🔗 See what I’ve built for EspoCRM

    Comment

    • keda
      Junior Member
      • Jul 2021
      • 28

      #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...