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TOPIC: Convert lead into a contact

Convert lead into a contact 2 months 1 week ago #75094

robert_sinclair Offline Premium Member Posts: 80 Thank you received: 8 Karma: 1	I looked in the dev guide and online but can't seem to find any code examples. I'm just trying to convert a lead into a contact. Appreciate your help
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Convert lead into a contact 2 months 1 week ago #75101

urdhvatech Offline SuiteCRM Is My Life Posts: 494 Thank you received: 98 Karma: 15	Hello, You don't need to check code base for the Convert Lead to Contact. In detail view of Lead, you will have a button to convert Lead. You can find documentation here docs.suitecrm.com/user/core-modules/leads/
	Thanks & Regards, Team Urdhva Tech Web : www.urdhva-tech.com Skype : urdhvatech - Official code partner - Official Integration partner The administrator has disabled public write access. The following user(s) said Thank You: robert_sinclair

Convert lead into a contact 2 months 1 week ago #75103

pgr Offline Administrator Posts: 9081 Thank you received: 1369 Karma: 332	It's basically all in the "Working with Beans" chapter. You just create a new Contact bean, load the lead Bean, copy fields over, save. You can go looking in the code that drives the conversion screen to look for details, but it's a bit complicated and might be taking care of things you don't need.
	My SuiteCRM In-depth blog. Thank you for always stating your SuiteCRM version, checking your logs, reading the Docs, and searching before you ask! The administrator has disabled public write access. The following user(s) said Thank You: robert_sinclair

Convert lead into a contact 2 months 1 week ago #75273

robert_sinclair Offline Premium Member Posts: 80 Thank you received: 8 Karma: 1	Thanks guys, I also thought of simply creating a contact and copying all the fields, but isn't there some kind of a link between the lead and the contact (that was created from that lead?)
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Convert lead into a contact 2 months 1 week ago #75281

pgr Offline Administrator Posts: 9081 Thank you received: 1369 Karma: 332	There isn't a proper relationship between the Lead and the Contact created from it. Only a field in the Lead called contact_id gets filled with a value. This is simple to replicate if needed.
	My SuiteCRM In-depth blog. Thank you for always stating your SuiteCRM version, checking your logs, reading the Docs, and searching before you ask! The administrator has disabled public write access. The following user(s) said Thank You: robert_sinclair

Convert lead into a contact 2 months 1 week ago #75320

robert_sinclair Offline Premium Member Posts: 80 Thank you received: 8 Karma: 1	yep, will already use this for something else, but this specific task needs to happen in real time What's in the attach is exactly what I need, but not sure how to invoke it imgur.com/5QZvHg8 Will continue digging around, may be there's some kind of a plug-in or something out there, not sure
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Convert lead into a contact 2 months 1 week ago #75329

ashish@outrightcrm.com
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CTO at outright Systems
Posts: 71
Thank you received: 4
Karma: 1

Can you post your exact requirments breaking down into steps?

I can definitely help with a plugin I have created but need to exact requirements first.

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