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+--- Thread: convert lead problems (/showthread.php?tid=1695)
convert lead problems - rslemer - 01-31-2020
That's strange situation with convert leads
First test
I setting field title with mandatory in contacts and try lead with field Title is empty, system not show a screen with converting problems, but shows only a pop up with mandatory error
Second test
I created a new cf_field in leads, contacts, and opportunity ( field as text - 25 tam )
all fields not is mandatory
I created a mapping to transfer this new cf to contacts and opportunity
in this cases, system transfer value only to contacts, and not created a opportunity ( not show any error too )
I reproduced in demo too
Organization module is set to off
and one suggestion old screen with mapping problems listing all fields ( right and wrong ) is too big and not user friendly
Good idea is listing only a wrong fields ( missing mandatory values ... )
=)
RE: convert lead problems - joebordes - 01-31-2020
It worked for me
RE: convert lead problems - rslemer - 01-31-2020
Ok, first pop up is right, because in demo, expected closed date is mandatory, and in my system not ( my mistake, sorry )
In my case is a new lead, and system created a contact without a mandatory vaule (put ??? ) without any alert
Strange I reproduce in first time in demo, but not anymore ... ={
and I wish to suggest, in system set as b2c, when will convert the lead get for opportunity name full contact name ( first + last name )
because system only get a company name, when b2b is right, but in b2c not much function
RE: convert lead problems - joebordes - 02-02-2020
> and I wish to suggest, in system set as b2c, when will convert the lead get for opportunity name full contact name ( first + last name )
use a business map, it is more powerful