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Thread: conversion of leads and targets

  1. #1
    Sese is offline Member
    Join Date
    Aug 2010
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    5

    Default conversion of leads and targets

    Hi community!

    I'm new to SugarCRM. I've installed the new 6.0.1 CE version.

    Now I've got some questions concerning the conversion of leads and targets:

    Assuming that I've created a target with calls and meetings. Now I convert this target to a lead. Why doesn't Sugar relate the activities once created at the target to the new lead? Target and lead are the same person, so the history of the target is relevant for the lead. In my opinion, this is reasonable. It's the same with converting leads to contacts.

    Second:
    When I convert leads to contacts, activities duplicate. There are always two meetings, two calls, etc in the calendar and in the listview. I've read some threads about changing ConvertLead.php, but it seems that this won't work in version 6.0.1 CE.

    Any ideas?

    Thanks.

  2. #2
    Sese is offline Member
    Join Date
    Aug 2010
    Posts
    5

    Default Re: conversion of leads and targets

    No one out there, who can help me?

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