Can a Opportunity be changed to a Lead?

Anyone?

Hi Kristjan,

With the stock functionality, I don't see a way to achieve this, however doing this with a customization should be pretty straight forward. I could see this working with a special button added to the recordview, see something like this: 

http://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_7.7/User_Interface/Views/Adding_Buttons_… 

Then in the javascript you could add a REST call with all the needed fields and create a lead / delete the opportunity if no longer needed. 

Or also with a logic hook where you could add a field "reconvert" and in a before_save logic hook check that field, create a new Lead and copy the values over where applicable / check for the original lead and change the status / delete the opportunity using normal Bean Factory.

Is that something that would help for your use case?

Thanks,

Dennis

Ah I didn't really touch the first part of the question, I think changing an Opportunity to a Lead is not really possible, how I would approach it would be to take the data from the Opportunity and copy that over to the Lead.  

Ah I didn't really touch the first part of the question, I think changing an Opportunity to a Lead is not really possible, how I would approach it would be to take the data from the Opportunity and copy that over to the Lead.