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Thread: mapping Leads with Accounts

  1. #1
    rupesh_solanki is offline Junior Member
    Join Date
    Dec 2009
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    1

    Default mapping Leads with Accounts

    Hi,

    Is there is any way of mapping the leads with the related accounts in SugarCRM community edition.

    I have separately imported leads & accounts into SugarCRM. The problem i am facing currently is that in order to link account with lead every time i have to search account via advanced search.

    Please suggest me the best way to tackle this problem.

    Many Thanks
    Rupesh

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
    Join Date
    Aug 2006
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    UK
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    2,379

    Default Re: mapping Leads with Accounts

    Rather than import, you should seek to write a sql script that Inserts the Accounts and the relationship with Leads ... otherwise you could import Leads with Account names and Convert the Leads to Accounts

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