Under Review

Unconvert Lead

In prior versions of Sugar if a user accidentally converted a lead, an Administrator could access the Converted field  and untick that field, change the status of the Lead and delete the Opportunity, Contact and Account if required.

In the current version of Sugar this is not possible. You can of course delete the Account, Contact and Opportunity, but you cannot "unconvert" the lead. The only option is to copy the Lead and delete the original lead but all the activities are linked to the original lead and then the links are lost and need to be relinked - time consuming.

Its all very messy, time consuming and although we have asked SugarCRM via a case to consider reinstating this functionality, there is no plan to do so unless there is a more widespread desire from the Sugar Community.

It just seems a lot of work to carry out when users can accidentally convert leads so easily.

What do you think - vote up if you think this should be reinstated.

Regards

Greg Barrass 

  • In version 7 the status converted is defined by the new boolean field "converted" which is invisible in studio as it is already part of the record view in the panel_header section.

    The enum field status is set too to "Converted" but that's only for reporting.

    So you can add the field converted in one of the non header panels (e.g. panel_show, panel_hidden). As the readonly mode is already set to true you have to define it with readonly mode false and you must change the readonly mode in the already defined badge field in the panel_header.

    In custom/modules/Leads/clients/base/views/record/record.php you could add it at the end of the fields array of panel_hidden

    as follows

    18 =>

    array(
    'name' => 'converted',
    'label' => 'LBL_CONVERTED',
    'readonly' => false,
    ),

    and change the badge field like follows:

    array (
    'name' => 'converted',
    'type' => 'badge',
    'dismiss_label' => true,
    'readonly' => false,
    'related_fields' =>
    array (
    0 => 'account_id',
    1 => 'account_name',
    2 => 'contact_id',
    3 => 'contact_name',
    4 => 'opportunity_id',
    5 => 'opportunity_name',
    ),
    ),

    In the studio you can now move the converted chackbox to any other location in the record view.

    Unconvert Lead by chnaging the converted checkbox