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Thread: Help moving activities to accounts when you convert a lead

  1. #1
    louisellul is offline Junior Member
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    Default Help moving activities to accounts when you convert a lead

    OK, I'm getting very frustrated here!! I'm new to this and clearly don't understand what I am doing. Here is the issue:

    When I convert a lead to an account, I want to move all activities to that account. But the drop down menu "move activities to" has two options: Contacts or Undefined. I can't seem to find a way to make Accounts an option.

    HELP PLEASE!!!

  2. #2
    climbing-alien is offline Sugar Community Member
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    Default Re: Help moving activities to accounts when you convert a lead

    I would also very much like to be able to do this. Did you find a solution?

  3. #3
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Help moving activities to accounts when you convert a lead

    What is the version of your SugarCRM instance?

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  4. #4
    climbing-alien is offline Sugar Community Member
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    Default Re: Help moving activities to accounts when you convert a lead

    Currently 6.3 ondemand. Though I foresee them upgrading us soon to 6.4

  5. #5
    eucrod is offline Sugar Community Member
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    Default Re: Help moving activities to accounts when you convert a lead

    Hi climbing-alien,

    In 6.3, revise in Admin->System Settings the variable Lead Convertion Options it must in "copy".

    Then, you choose "Account" When you convert a lead.

    If it shows "undefined" you choose it, because is a problem with the language package.
    Euclides Rodriguez G.
    Consultor Soluciones Empresariales
    Cel: 3144715833
    Soluciones 360°.
    Bogotá, Colombia

    En http://www.crmhispano.com puedes encontrar todo sobre SugarCRM en español.

  6. #6
    climbing-alien is offline Sugar Community Member
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    Default Re: Help moving activities to accounts when you convert a lead

    Thanks I tried that but I still only have the option of copying Activities to Contacts.

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