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

Sugar CRM
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.
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    Hello John,
    You can accomplish this without any coding using workflow. SierraCRM's Process Manager Enterprise will allow you to create a process on Lead Convert. The process task will be to update a related module - in this case, you will choose the Opportunity - then you can update any field in the Opportunity two ways: 1 - by Value, set a field in the Opportunity to a fixed value - for example, set the Lead Source to some value. 2 - copy a value from the Lead and set a field on the Opportunity to this value.

    Check out the product at http://www.sierracrm.com. We offer a 30 day free trial.
    Thanks
    Bill Convis
    CTO
    SierraCRM, Inc.

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  • 0
    Hello John,
    You can accomplish this without any coding using workflow. SierraCRM's Process Manager Enterprise will allow you to create a process on Lead Convert. The process task will be to update a related module - in this case, you will choose the Opportunity - then you can update any field in the Opportunity two ways: 1 - by Value, set a field in the Opportunity to a fixed value - for example, set the Lead Source to some value. 2 - copy a value from the Lead and set a field on the Opportunity to this value.

    Check out the product at http://www.sierracrm.com. We offer a 30 day free trial.
    Thanks
    Bill Convis
    CTO
    SierraCRM, Inc.

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