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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?

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  • 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

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  • 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

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