Is there a way to add multiple Contacts in a Lead from the Leads module? And once Converted, can those contacts move into the Converted Account?
Is there a way to add multiple Contacts in a Lead from the Leads module? And once Converted, can those contacts move into the Converted Account?
Hi Joey,
No, there is not a way to convert a lead and produce multiple records in the other modules. Idea 75832 asked for this. It does not appear to be a feature SugarCRM intends to implement.
As far as relating contacts to accounts, the lead conversion that makes both a contact and an account establishes their relationship at the time of the conversion. Does this differ from your experience, or is it possible I have misunderstood the follow-up question?
Regards,
Patrick McQueen
Director, SugarCRM Support
Hi Joey,
No, there is not a way to convert a lead and produce multiple records in the other modules. Idea 75832 asked for this. It does not appear to be a feature SugarCRM intends to implement.
As far as relating contacts to accounts, the lead conversion that makes both a contact and an account establishes their relationship at the time of the conversion. Does this differ from your experience, or is it possible I have misunderstood the follow-up question?
Regards,
Patrick McQueen
Director, SugarCRM Support