Convert Leads in Bulk

[lukestevendyer@gmail.com]

I am looking for a way to convert leads in bulk from the leads list.

So that I can take several leads, convert them, create an account, note, and opportunity for several leads
all at the same time without having to go into each one individually.

[salesagility]

It could be done but would need custom development

[mvngti]

It should be pretty easy to create a custom action that does this.

Something like this

 global $db;
 
require "modules/Leads/Lead.php";
require "modules/Contacts/Contact.php";
 
$query = "SELECT id from leads WHERE ...." // Criteria for which leads to convert go here
$res = $db->query($query);
while ($row = $db->fetchByAssoc($res))
{
       $lead = new Lead();
       $lead->retrieve($row['id']);
 
       $opty = new Opportunity();
       // Populate opportunity fields from lead
       $opty->name = $lead->name;
       // etc..  Maybe even loop the field_defs and copy all fields
 
       // Do the same for contact
 
       $opty->save();
       $contact->save();
} 
  

You should get the idea...

M