With the way our company is using Sugar it would make sense to create an Opportunity at the Lead level.
Is there a way to do this? If not, are there any plans to enable this feature in the future?
Hi Arianna Raduechel,
This is not something that is possible out of the box as by default the process in Sugar is that when you have qualified the Lead you convert in into an Account, Contact, and Opportunity. Once you have done this the Lead will then link to all 3 for which you will see links to on the Lead, with you being able to see the Lead in the Lead subpanel under Opportunities.
In theory you could implement something custom to be able to create an Opportunity from a Lead without converting it but I wouldn't personally suggest this as it will cause you issues when you get to the point you need to convert the Lead so you can have an Account with multiple Contacts underneath it.
Alrighty, that's what I was thinking but thought it was worth asking
anyhow. Thank you for your response!
All the best,
*Administrative Specialist, Lakes Marketing Group, Inc.Clip N Save | Twin
Cities Clipper | www.clickNprintsavings.com
phone: 763-400-7297 Ext. 4
address: 13700 83rd Way N Suite 210 Maple Grove, MN 55369
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