Opportunity for a lead without an account

SuiteCRM Forum - English Language SuiteCRM General Discussion
#1

Hello,

I am trying to modify SuiteCRM installation to suit company needs. We have Leads to which we send offers (opportunities) and if they order they become Accounts/Contacts.

What is the best way to modify the opportunity module to reflect lead relationship. I have tried creating one to many and many to many relationships and none really fit our needs like displaying Lead name (company name) in the list.

I would love to achieve this without modifying any code, but if it is necessary I will.

Thanks.

#2

For the most part, I agree. The upper half of the Opportunity pipeline fully deals with lead conversion, but there’s no obvious way to associate that with the Lead itself …