Cumbersom Data Entry for Received Calls

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

All the lead data in the world can’t help when a new client makes a call, gives a few details, accepts a quote, and becomes an account. Unfortunately this happens all to often and bouncing around various sections of suiteCRM becomes cumbersome.

Has anyone come across a single page “Save as Lead,” or “Save as Contact” (creating an Account, Opportunity, and Quote to match)?

2

When you use the Lead Conversion process, this allows the user to create a Contact/Account/Opportunity from the lead, meaning you only need to enter data once.

Thanks,

Will.