Converting leads to customer
If I have a table called TBL_Leads with very basic prospect information (name and phone). Is it possible to create another table called TBL_Customers where I can move the fields from TBL_Leads that eventually become customers and provide more data about them (name, phone, email, billing address, e-mail, etc.).
Ideally, I would like to create a new record in TBL_Customers and delete the corresponding one in TBL_Leads.
5 replies
-
https://drive.google.com/open?id=1PCaEfxf_hOcmPcJ7A6wnK85bKn6WH6Im
here is a template that does this feature
-
Sure.. you "could".... you could also add a "status" field to the "lead" and then add logic to the Status field's after update trigger such that when a lead moves to "won" (or whatever you want to call it).. it will then auto create a row in the Customer table.
-
@Alfredo.. In today's Inside Ninox Webinar, Bierger reviewed how to do this.. and also addressed copying the relationships..
-
@Marc thanks. I will download and try it out.
@Mconneen, I had it scheduled but a last minute trip wrecked my day. Do you remember any pointers from his presentation? I will keep looking for the solution.
-
@Marc, this is fantastic! Thank you, thank you, thank you!
Content aside
- 4 yrs agoLast active
- 5Replies
- 1382Views