Multiple Opportunity Modules?

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1

I’ve got a situation where a client has different types of “leads” that have different opportunity cycles.

I see I can create a “Sale” type module with module builder that creates an Opportunity type module. I’ve never created these types of modules before and am wondering what happens at conversion?

Can I convert lead type A => Opportunity Type A (custom module)
Lead type B => Opportunity Type B (custom module)

Is this easily accomplished or is it a major coding task?

I’ve added custom fields to the conversion layout before. Is it much harder to add other modules entirely to the conversion template?

2

@pstevens
There is my opinion only. I think that if data describe an object have one the essence it should be one object.

  1. You can add several block to convert lead.
  2. You can have differnt viewform for ‘different opportunity cycles’.
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3

I fear that a conversion from a custom module won’t work as completely as a conversion from a default module, I don’t think the conversion code is smart enough for that…

But this is one of those cases where you just need to test it. See what works and what doesn’t. Some of the code underneath might be customizable so you can fix whatever is missing.

See these two old PR’s I made that change conversion code to get an idea of which files are used:

–> https://github.com/salesagility/SuiteCRM/pulls?q=is%3Apr+author%3Apgorod+leads

Essentially it should be the handleSave functions in
modules/Leads/views/view.convertlead.php

and in modules/Leads/LeadFormBase.php (maybe one overrides the other, I don’t remember)

You’ll find equivalents for Opportunities, of course.

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