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Thread: Converting Lead to Opportunity

  1. #1
    jif001 is offline Junior Member
    Join Date
    Aug 2009
    Posts
    2

    Default Converting Lead to Opportunity

    I am having an issue with converting a lead to an opportunity.
    After I followed the instructions to convert the lead it is in a converted status but does not show up as an opportunity.
    How do we get it to show up as an opportunity and no longer a lead?

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

    Default Re: Converting Lead to Opportunity

    Hello,

    the lead record will always exist in the system. However, the status will display as 'converted', so you can filter your leads list view to only display open leads if you don't want to see the converted ones.

    When you convert a lead, a contact record is created, with the option to create or link to an existing account, as well as create an opportunity record. To create the Opportunity record, you must check off the 'Create Opportunity' checkbox and fill out the fields.

    You can read more about converting leads here
    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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