When converting from edit lead dropdown, account is not created
Reported by Scott Miller | May 26th, 2010 @ 02:19 PM | in 0.9.11 "Euwe"
There is a confusing and broken workflow when using the contacted status, and then moving to convert the lead. Say you use the edit lead form to mark a lead as "contacted." Now you are ready to convert the lead to an opportunity. When you go back to the edit lead form and change the dropdown to "converted," no account or opportunity is created, yet the lead still show up as converted.
So either the dropdown should not let you mark the lead as converted, or switching the dropdown should open the dialogue to create the account/opportunity.
Comments and changes to this ticket
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Mike Dvorkin May 27th, 2010 @ 07:33 PM
I first thought that removing "Converted" from new/edit would be fairly easy fix. But what if you changed converted lead status by mistake and want to reset it back to converted?...
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Scott Miller May 27th, 2010 @ 07:36 PM
Good point, but maybe a subtle uncovert would be better? I have a new sales guy who got used to marking leads "contacted" with the dropdown, but when he took the next logical step of marking it "converted" with the dropdown, that did not produce the desired result- ie no account, no opportunity, and no way to get there either except by backing out and doing it the other way. It's definitely confusing to new users.
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Mike Dvorkin May 27th, 2010 @ 07:50 PM
- Milestone set to “0.9.11 "Euwe"”
- State changed from “new” to “open”
How about that: if a lead has an account and/or opportunity then [Edit Lead] would show "Converted" as possible choice (since the lead is or was converted at some point).
If there is no related account/opportunity then "Converted" won't be available. It also won't be available in [Create Lead].
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Mike Dvorkin May 28th, 2010 @ 08:53 PM
- State changed from “open” to “resolved”
(from [112e95abc3be673bac4480b6a94c9811ba8fbfe0]) Do not offer :converted status choice if we are creating a new lead or editing existing lead that hasn't been converted before [#199 state:resolved] http://github.com/michaeldv/fat_free_crm/commit/112e95abc3be673bac4...
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Mike Dvorkin June 8th, 2010 @ 08:06 PM
(from [42e1f8bf1b209656ef1814444653b8753437eccc]) Do not offer :converted status choice if we are creating a new lead or editing existing lead that hasn't been converted before [#199 state:resolved] http://github.com/michaeldv/fat_free_crm/commit/42e1f8bf1b209656ef1...
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Mike Dvorkin August 29th, 2010 @ 02:21 PM
- Milestone order changed from “0” to “0”
(from [dc1a90078e0051f1f71e4ddc4f48f5f8eefb9e33]) Do not offer :converted status choice if we are creating a new lead or editing existing lead that hasn't been converted before [#199 state:resolved] http://github.com/michaeldv/fat_free_crm/commit/dc1a90078e0051f1f71...
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Ruby on Rails CRM platform for Web 2.0 and beyond
People watching this ticket
Mike Dvorkin
Scott Miller
Referenced by
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199
When converting from edit lead dropdown, account is not created
(from [112e95abc3be673bac4480b6a94c9811ba8fbfe0])
Do not ...
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199
When converting from edit lead dropdown, account is not created
(from [42e1f8bf1b209656ef1814444653b8753437eccc])
Do not ...
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199
When converting from edit lead dropdown, account is not created
(from [dc1a90078e0051f1f71e4ddc4f48f5f8eefb9e33])
Do not ...