How to populate fields in Contacts and Opportunities during Lead Conversion?

Hello All,

I am customizing SugarCRM 7.2.0. I have requirement while convert the Lead. Need to fill some dropdown fields on the Contacts and Opportunities. Has anybody try out this thing for Lead Convert ?

Thanks.
Parents
  • Leads fields with matching field names in Contacts and Opportunities will be auto-copied (in v7.2.0)... and if the dropdown name fields use the same dropdown lists they should populate upon conversion.
    [Else], logic hook on Leads should provide the means to update other Contacts and Opportunities fields:

    $stat=$bean->status;
    if ("Converted" == $stat)  {
      $contact_id = $bean->contact_id; ...=BeanFactory::getBean('Contacts',$contact_id);
       $op_id = $bean->opportunity_id;...=BeanFactory::getBean('Opportunities',$op_id);
    ...
    }
    Hope this helps.
Reply
  • Leads fields with matching field names in Contacts and Opportunities will be auto-copied (in v7.2.0)... and if the dropdown name fields use the same dropdown lists they should populate upon conversion.
    [Else], logic hook on Leads should provide the means to update other Contacts and Opportunities fields:

    $stat=$bean->status;
    if ("Converted" == $stat)  {
      $contact_id = $bean->contact_id; ...=BeanFactory::getBean('Contacts',$contact_id);
       $op_id = $bean->opportunity_id;...=BeanFactory::getBean('Opportunities',$op_id);
    ...
    }
    Hope this helps.
Children
No Data