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Convert lead - stream issue

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  • Convert lead - stream issue

    I did find a similar post from 5 years ago but though I would ask again in case there is an answer today. When converting a lead to account and contact - how can i include the history of streams in the transfer.
    Thanks foir any new answers
    Regards
    Tony

  • #2
    you need to write your own custom code to do that, otherwise if you have advanced pack i think you might be able to achieve similar thing using workflow or BPMN.
    Rabii
    Web Dev

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    • #3
      Hi tayling,

      This post may be useful for you: https://forum.espocrm.com/forum/gene...7603#post97603

      This post describes the transfer of all records from a stream to a created Opportunity from Lead, but this can easily be remade so that the entire stream is transferred to a created Contact and/or created Account.

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      • #4
        Hi tayling,

        you may want to check my new extension: https://forum.espocrm.com/forum/exte...opy-lead-notes

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