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Thread: Explain the status converted in leads

  1. #1
    seeni2006 is offline Junior Member
    Join Date
    Oct 2006
    Posts
    3

    Default Explain the status converted in leads

    Hi There, Could any one tell me difference between converted status in leads.Lead gets converted in two ways without creating opportunity & Accounts and vice versa.Could any one brief me on this.Please.It would be a great help indeed!!

  2. #2
    andydreisch's Avatar
    andydreisch is offline Sugar Team Member
    Join Date
    Apr 2005
    Location
    San Jose
    Posts
    2,080

    Default Re: Explain the status converted in leads

    Hi seeni2006, the Lead status field can be manually set to "Converted" at any time. In this case, the "Converted" status is purely notational and not determined by any system activity.

    However, using the Lead conversion process, which creates a Contact from the Lead and optionally allows the creation of associated Account and Opportunity records, also sets the Lead status field to "Converted".

    So, the difference lies only in whether the field was manually set or set by virtue of the automated conversion process.

    Hope this helps.

    Andy
    Andy Dreisch
    Vice President, Online Team


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