I Just installed suitecrm8, i created a demo target, and am trying to convert the target to a lead, however the “covert target” in action is missing…
Am i doing something wrong? is this feature missing or is there a bug?
Thanks so much for your helpful reply to @rasel . I was going nuts trying to figure out if I coded something wrong while upgrating to version 8 .
This action “Convert to Lead” is key for our sales team as Targets cannot be placed as Leads and our process was built around the provious version converting targets to leads.
Do you have any status on this issue?
The new Frontend with Angular is clean and modern!
I’m crossing my fingers your team have good news.
Currently, I am running the SuiteCRM 8.1, and the action has the same status as @clemente.raposo mentioned last december 2021.
In the mean time, I start every sales process from the Potential Clients phase and I do not enter any Target data until the “Convert to Lead” action is re-implemented.
I created a target, and under the Actions Menu, there is not a button for “Convert Target” into a Lead yet as in version 7. Currently it shows: Delete and Duplicate.
I hope this feature is added to the development pipeline.
Hi everyone, i’d like to share my expirience about what i’m doing to convert targets to lead, or any convertion process.
I’m using workflows to convert any information, maybe it could solve your issue, for example, when i need to convert a target to a opportunity, i use a process that identifies some status field commonly defined as a trigger, so i build actions and/or relationships to create, modify or erase records, that way i allow my CRM to work in any type of flow, even the modules doesn’t have a correct function or relationship between each other.