We would like to customize our SuiteCRM installation. We would like to convert a Lead -> Opportunity -> Trip. I have already created the module called Trip.
- I have added a calculated field to Leads. If the value is over 200 it should be converted to an Opportunity.
I think this should be done through an after save action. I am still confused about what edits to make to what files.
- Once an Opportunity has a certain status it should be converted to a Trip.
Same as procedure as above Can somebody provide some guidance on how this is accomplished.