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Thread: Linking leads to accounts

  1. #1
    aheuermann is offline Sugar Community Member
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    Question Linking leads to accounts

    Is this possible without converting leads to contacts. My company considers a lead a person we have little information on, but we still create an account if we know what company they represent. Can you link leads from the user interface?

  2. #2
    aheuermann is offline Sugar Community Member
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    Default Re: Linking leads to accounts

    Quote Originally Posted by aheuermann
    Is this possible without converting leads to contacts. My company considers a lead a person we have little information on, but we still create an account if we know what company they represent. Can you link leads from the user interface?
    Does Anyone know if it is possible to link leads to accounts before converted?

  3. #3
    kpit's Avatar
    kpit is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Linking leads to accounts

    No, not without customizing the Leads module to accomidate the Accounts.
    Cheers,

    Max W. Blackmer, Jr.

    Blog
    Phone: +1 (901) 672-2694



  4. #4
    aheuermann is offline Sugar Community Member
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    Question Re: Linking leads to accounts

    Quote Originally Posted by umeco
    No, not without customizing the Leads module to accomidate the Accounts.
    How hard is this?

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