• How to retrieve leads info with related quotes info from SOAP API request?

    I would like to retrieve leads information from the sugar crm soap api with related quotes information. I used "get_entry_list" soap endpoint. I could not get data when using it.Please could you all suggest me how could I get leads with quotes.
  • When merging leads is it possible to only keep the tasks from one lead?

    Hey all! Thanks for taking the time to review my post. We have an automated process that adds tasks to leads when they are created. The challenge here - when we get multiple of the same lead and want to merge, it consolidates everything into one lead…
  • Is it possible to mass convert a set of targets to leads?

    Hi All, Working on integrating our targets and leads module and seeing the capabilities within it. Is it possible to mass convert a batch of targets into leads or does this have to be done one by one? Any feedback would be appreciated
  • Obtener leads por rangos de fechas version de api 4_1

    Hola como estan? alguien me puede ayudar con lo siguiente... Necesito obtener los leads generados en un rango de fechas esto usando la version de API 4_1, puedo obtener los leads pero no he podido obtenerlos por rangos de fechas y casi no encuentro…
  • How to programatically check when a Lead is convert and check all Process sugar do?

    Hi All, I have few issues on lead conversion and I we are puzzled , I want to understand how does its processes , What are the steps taken to convert a Lead. is there any Diagrams? Anything that tells us what is the process and the order the logic…
  • BeanFactory::getBean not returning existing record in SugarCRM custom code

    I have a SugarCRM integration. It has the following line in the code $beanToSync = BeanFactory::getBean($moduleToCheck, $beanToSync->id); In $moduleToCheck the module 'Leads' is passed and $beanToSync->id have an ID of an existing Lead in SUgarCRM…
  • Lead conversion: Opportunity name missing

    I'm currently working on lead conversion. For some reason on a specific instance I have an issue after adding opportunities into the conversion modules. In the convert-results view I can see the Account, Contact and opportuntiy module. For some unclear…
  • How to send description when registering a new lead

    Hello, I want to register a new Lead with first name, last name and description. First name and last name works fine using the /Leads/register endpoint but it seems to ignore the description data. What am I doing wrong here? Here is my code: $json = array…
  • How to include the GUID in the workflow email?

    When a new Lead is created, a corresponding unique GUID is generated. I can refer that GUID using $contact_id in the campaign emails but the most I've been able to do is send the SugarCRM link (the full link including the GUID at the end) in the email…
  • How do I add additional columns to Convert Lead page that shows existing Contacts that might match?

    How do I add additional columns to the page that says: The contact record you are about to create might be a duplicate of an contact record that already exists. Contacts records containing similar names are listed below. Click Create Contacts to continue…