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Thread: Convert Opportunity Back to Lead

  1. #1
    jasonlivingston is offline Junior Member
    Join Date
    Jun 2008
    Posts
    3

    Default Convert Opportunity Back to Lead

    Is there to automatically convert an Opportunity back into a Lead. Let's say you convert the Lead into an Opportunity and at some point during the sales process, the Opportunity fails and you change the status to Closed-Lost. Is there a way to make the corresponding Lead automatically change back from converted to recycled or some such status?

  2. #2
    dpatech is offline Sugar Community Member
    Join Date
    Oct 2007
    Location
    NC
    Posts
    287

    Default Re: Convert Opportunity Back to Lead

    You can add a custom logic hook to have the lead status change automatically based on the opportunity status. This would take less than an hour to implement for someone who had done logic hooks before.
    - Sugar Team
    dpa Technology LLC
    e-mail: dpaDeveloper@dpatechnology.com
    web: http://www.dpatechnology.com

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