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Lead source and Type in Prospect List

Song Jie

Hi there

I'm a new user of SugarCRM so my questions might be quite trivial to you. But I do need some help. I was browsing through the prospect list and have noticed:

1) How come some of the Lead Source displayed as blank even though this item has been filled up in this prospect's Lead?

2) Type column in the prospect list is also empty although their Lead's typology have all been filled up?

It'll be really great if someone can help me...

Thanks in advance

Song

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  • 0 in reply to Johannsen Quinio

    Hi Johannsen

    Just want to get it straight. I thought we're supposed to convert leads into prospects and contacts, instead of the other way round? At least that looks like to be the setting in our SugarCRM. I've also looked into the Leads of the prospects without Lead Source, and have filled in the blank in the Leads should there be one, but the changes wasn't updated correspondingly in Prospect list. That's why I don't understand.

    Hope that clarifies the question a bit more.

    Regards,

    Song

  • 0 in reply to Johannsen Quinio

    Hi Song,

    Yes. Once a Lead is converted and an update of the Lead record is performed, it won't push the updated data to the converted records such as Contacts and Accounts (Prospects in your case). This can still be accomplished but at a coding level.

    The pushing of data only applies to Leads that are yet to be converted or once you are in the Convert Process View.

    Thanks,