Sugar Community Member
Convert lead to account not contact
Hi, is it possible to convert a lead to an account and not a contact? Basically it would be better for us and cleaner to have our customers as an account rather then a contact. is it possible to do this and if so are the changes going to be upgrade safe/smart to do?
thanks
jon
Sugar Community Member
Re: Convert lead to account not contact
Hello,
Sugar automatically create a contact and an account when you are converting leads.
so you want to skip creation of new contact?
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A Sugar Hero | Help Forum Moderator
Re: Convert lead to account not contact
If you want to skip create Contact you need to customize custom/modules/Leads/views/view.convertlead.php and custom/modules/Leads/metadata/convertdefs.php
Regards
André Lopes
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Sugar Community Member
Re: Convert lead to account not contact
yes, i would like to skip the creation of a contact. Thanks andopes, would those modifications be upgrade safe? or recommended?
thanks
jon
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