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Thread: How can I make this happen with leads?

  1. #1
    ianobetz is offline Senior Member
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    Default How can I make this happen with leads?

    I have leads that are generated in a database. When the lead is created, it is assigned to me. I want some type of macro that allows me to select, from a list, leads. I want to duplicate and assign the duplicate to another user in the database, then mark the duplicated lead as assigned.

    Any suggestions on how I can go about doing this quickly?

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: How can I make this happen with leads?

    Why to duplicate a Lead?

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    André Lopes
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  3. #3
    ianobetz is offline Senior Member
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    Default Re: How can I make this happen with leads?

    I am giving each lead to multiple people.

  4. #4
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: How can I make this happen with leads?

    Quote Originally Posted by ianobetz View Post
    I am giving each lead to multiple people.
    You may share the Leads instead.
    I believe you need some feature to let people know they have an assigned Lead. Perhaps a role (or team) based Leads Dashlet to let users know the shared Leads.

    Regards
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  5. #5
    ianobetz is offline Senior Member
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    Default Re: How can I make this happen with leads?

    I don't want the people to know they are sharing leads. Each lead is going to be different.

  6. #6
    ianobetz is offline Senior Member
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    Default Re: How can I make this happen with leads?

    I don't want the people to know they are sharing leads. Each lead is going to be different.

  7. #7
    ianobetz is offline Senior Member
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    Default Re: How can I make this happen with leads?

    I don't want the people to know they are sharing leads. Each lead is going to be different. I really just need to know how I can go about what I had originally asked... I need to duplicate a list of leads, assign them, then change the original status.

  8. #8
    lobanw is offline Member
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    Default Re: How can I make this happen with leads?

    Have you figured this out yet? I too and looking to perform the same function but can only do the share. I don't necessarily want them to know the leads are being shared between multiple people and there isn't an easy copy and paste related function for me to do this. Please post a solution if you find it out thanks!

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