Multiple Contacts in a Lead

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

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.

Hi Joey Maguliman,

Your use case is possible in Sugar through code customization. Our company, Upsert, specializes in providing such solutions. If you would like us to review your business requirements and provide a quote, please contact us through our website and we will be happy to help!

Chris

Hi Joey Maguliman,

Your use case is possible in Sugar through code customization. Our company, Upsert, specializes in providing such solutions. If you would like us to review your business requirements and provide a quote, please contact us through our website and we will be happy to help!

Chris