Leads-Opportinites- logic?

**PKJR** · 2009-04-20, 04:57 PM

I can create a lead under an opportunity but I am unable create a lead and assign it to an oportunity (no choice available) .. is there any logic behing it?

Paul

**andopes** · 2009-04-20, 05:11 PM

Hi PKJR

The logic is: You create an Opportunity and assign it with a Lead only when you Convert a Lead into a Contact and also create an Account and an Opportunity.

Cheers

**PKJR** · 2009-04-20, 08:26 PM

Sorry Andre - but I could not follow your logic..

I have an opportunity, the call comes in and I have quickly used shortcut to create a lead. Now I need to assign that lead to opportunity? what am I missing ?

**andopes** · 2009-04-21, 01:49 PM

If you need to edit the Lead and assign an Opportunity so you need to:

1. Create an extended vardefs for Leads to add a non-db relate field (assigned_opportunity_name) which refers to existing field opportunity_id.
Then add this field into DetailView and EditView.
You need some php and SugarCRM programming skills to accomplish such task.

Cheers