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Thread: Specify account type when converting a lead to an opportunity

  1. 2007-03-08, 01:26 PM #1
    bstonehill
    bstonehill is offline Sugar Community Member
    Join Date
    Nov 2006
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    Atlanta, GA
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    98

    Default Specify account type when converting a lead to an opportunity

    When converting a lead to an opportunity Sugar forces me to create an account which then gets mixed in with my current customer accounts. I would prefer not to create an account when converting a lead to an opportunity but I would be happy if I could at least specify the account type as a prospect at the time of the conversion to seperate them from the actual customers. I have been all through studio and cannot find anything to allow me to modify this. Does anyone know of a way to accomplish this?

    Thanks!

    Windows XP Home
    SugarCRM 4.5.1
    Last edited by bstonehill; 2007-03-08 at 02:35 PM. Reason: Adding system info
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