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Thread: Converting a case to a lead

  1. #1
    mjc
    mjc is offline Junior Member
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    Default Converting a case to a lead

    Is there a way to reassign a case as a lead or automatically assin it an account name, e.g., Leads based on subject line?

    We receive service and support emails that are placed into the Case Module, some of those emails are sales inquiries or leads that needs to be tracked individually. Ideally it would be great to move them over to leads but not sure how its done.

    Thanks in advance,
    Marty

  2. #2
    christianknoll's Avatar
    christianknoll is offline Sugar Community Member
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    Default Re: Converting a case to a lead

    Differntiate in the email inbound processing and if no matching account is found create a lead (simple custom inbound procedure - we have done that before sevreal times). Should be easy work for a decent sugar partner. Let me know if you need help - that's what we are here for.

    christian.

    Quote Originally Posted by mjc View Post
    Is there a way to reassign a case as a lead or automatically assin it an account name, e.g., Leads based on subject line?

    We receive service and support emails that are placed into the Case Module, some of those emails are sales inquiries or leads that needs to be tracked individually. Ideally it would be great to move them over to leads but not sure how its done.

    Thanks in advance,
    Marty

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