#199 ✓resolved
Scott Miller

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.

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Ruby on Rails CRM platform for Web 2.0 and beyond

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