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Architect Forums - SalesLogix Scripting & Customization
Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.

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Thread: Creating Opportunities from Leads

Josh
Posts: 6

Creating Opportunities from Leads Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 04 Nov 09 2:50 PM

When converting a Lead to an Account there is an option to create an Opportunity as well. The problem we're having is that none of the information from the Lead is being set in the Opportunity(mainly the LeadSource) even though the fields are in both the Lead and the Opportunity.

I'm not sure if this is the default behavior and we would need to change it with Architect or if I'm missing something, but if anyone has any ideas I would appreciate it.

Thank you,

Josh

[Reply][Quote]

Leon Gort
Posts: 127

Re: Creating Opportunities from Leads Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 05 Nov 09 3:47 PM

You would need to change the code in Architect. You could create a global variable when the "InsertOpportunity" function is called and then populate the fields on the WhenOpen of the Insert Opportunity form

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