Details about this thread
  • State Not Answered
  • Replies 3 replies
  • Subscribers 323 subscribers
  • Views 1217 views
  • Users 0 members are here

Multiple Contacts in a Lead

Joey Maguliman

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?

Parents
  • 0 Sugar Employee Badge

    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

Reply
  • 0 Sugar Employee Badge

    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

Children
  • 0 in reply to Patrick McQueen

    Idea 75832 pretty much captures what we're looking for. Our Leads are companies (B2B), so for our use case, we'd want the company name as the Lead rather than the Contact. When we receive a lead, there are some instances in which we'd have multiple contacts for a Lead.