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Thread: Converted leads don’t auto delete and cannot be deleted

  1. #1
    fgrunta is offline Junior Member
    Join Date
    Jul 2008
    Posts
    2

    Default Converted leads don’t auto delete and cannot be deleted

    Hey everyone,

    Firstly, apologies if this question has been answered before. I have found posts which ask the same question, but none which answer it.

    We are running Sugar Professional, Version 5.0.0b (Build 3150) on Debian Etch and have just started migrating our client information over to SugarCRM.

    One of the issues my users have been having is that when a Lead gets converted to a Contact, the original lead is not automatically deleted. I’ve seen this mentioned on the forums before, and was happy enough just to wait for a solution somewhere and in the meantime ask my users to manually delete the lead after conversion.
    However, we are unable to delete converted leads. We can select the lead, click the delete button, the standard confirmation dialog box appears, we click okay, the page refreshes....and the lead is still there.

    Is there any solution to this? Or a bug ID which I can keep an eye on at least?

    Great product guys, and thanks in advance for any assistance.

    Regards,

    Frederik Grunta

  2. #2
    sugarcane is offline Sugar Community Member
    Join Date
    Apr 2005
    Location
    Chicago, IL
    Posts
    1,207

    Default Re: Converted leads don’t auto delete and cannot be deleted

    Hello,

    The system is not designed to delete a Lead when it gets converted. The lead status is automatically updated to 'Converted' when the lead is converted. This is how you can filter out the converted leads from your views or reports.

    As far as deleting the leads, are you trying to delete from the List view or the Detail view? There was a bug, #19354, which 'broke' the mass update/ listview delete functionality from the List view when you customize the list view. I believe this is fixed in the 5.0e version.
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

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