Member
Account status
Does anyone know if its possible to "convert" an account back to a lead? I am trying to clean up some entries that were input as accounts and they should be leads. Im hoping i don't have to enter all the information again as a lead. Any help is greatly appreciated.
www.VKernel.com
"The Virtual Appliance for Capacity and Chargeback"
Sugar Community Member
Re: Account status
You cannot do this with out of the box functionality, but it is something that has been requested by others. Perhaps we will see it in the future. In the meantime, you'll need to manually enter the lead information.
Regards,
Angel Magaņa
Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
Blog: http://cheleguanaco.blogspot.com.
Twitter: @cheleguanaco.
________
| Projects: |_____________________________________
|
| CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
| GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
| CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
| Round Robin Leads Assignment
| Phone Number Formatter
| CaseTwit (Twitter Integration)
______________________________________________
Member
Re: Account status
thanks, looks like ill be doing it manually
There are currently 1 users browsing this thread. (0 members and 1 guests)
Posting Permissions
LinkBack URL
About LinkBacks
Reply With Quote
Bookmarks