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TOPIC: Convert lead into a contact

Convert lead into a contact 5 months 2 weeks ago #75094

  • robert_sinclair
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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 5 months 2 weeks ago #75101

  • urdhvatech
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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/
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Convert lead into a contact 5 months 2 weeks ago #75103

  • pgr
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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.

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Convert lead into a contact 5 months 1 week ago #75273

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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 5 months 1 week ago #75281

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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!
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Convert lead into a contact 5 months 1 week ago #75320

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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 5 months 1 week ago #75329

  • ashish@outrightcrm.com
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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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