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Thread: Convert Lead to Contact

  1. #1
    noppann is offline Sugar Community Member
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    Default Convert Lead to Contact

    I'm using Sugar OS 4.5.1. When I convert a lead to a contact in Sugar, it duplicates lead to a contact. The result is a lead and a contact with the same information. Most CRM I know just convert a lead to a contact without duplication. Is this intentionally designed by Sugar team or is it can be setup?

    Thank you in advance.

  2. #2
    Markku's Avatar
    Markku is offline Sugar Community Member
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    Default Re: Convert Lead to Contact

    Yes, it is intentionally designed that way. Maybe you can delete leads once you've converted them?

  3. #3
    noppann is offline Sugar Community Member
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    Default Re: Convert Lead to Contact

    Thank you for your respond. The word "Convert" seems to confuse me.

    Noppann

  4. #4
    Markku's Avatar
    Markku is offline Sugar Community Member
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    Default Re: Convert Lead to Contact

    Ok, I see what you mean...

  5. #5
    baigeman is offline Sugar Community Member
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    Default Re: Convert Lead to Contact

    I thought I had read that the reason for this is for Campaign reporting and tracking where the leads came from, but did not make sense to me either.

    Perhaps a comment on the logic behind this from the Creators?
    SugarOS 4.5.1h
    VMware on a LAMP
    3-5 users

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