Can someone help me with the following: I am not able to find the “Convert Lead” Option once a new lead is created. In the “Add Conditions” for Workflows Subject option is not listed. Are we supposed to add it somewhere else in order for it to be displayed? Could anybody explain or share videos on…

Hello Manasa usually, leads would be converted manually, like Paul showed. I’ve done a few projects with conversion via workflows, but there had be some specific requirements. For your 3rd question, check out this video, which gives a bit of an overview of the general concept: [Mastering …

Thank you @pstevens for sharing this. The “Conver Lead” option is not visible to me when I select the Action button. [Screenshot 2024-07-29 104009]

That happens when the lead is already converted. There is an option in settings to allow re conversion of leads.

Convert lead option is missing for me too. Currntly using version 8.7, couldnt see this in earlier versions too. Haven’t converted the lead already, Its not showed up for the newly create leads. Tried the settings anyway but couldn’t see the convert lead option in the actions. [image]

[image] SuiteCRM 8 Convert Lead Button Missing English Language - Forum My SuiteCRM 8 installation is missing the “Convert Lead” action under the actions button? I’ve tried the SuiteCRM 8 demo and it’s there in the demo. So it must be unique to me. I’m on the latest ver…

Thank you for the response. Just deleted the detailedviewdefs.php followd by save and deploy and the Convert Lead option is coming now. Thanks again.

Sales pipeline in v8

💬 General Discussion

pstevens 7 October 2024 13:38 8

Here’s the solution.