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Allow a User to manage Subscriptions of a Lead/Contact while Converting a Lead #6670

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isleshocky77 opened this issue Dec 19, 2018 · 0 comments
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Type:Suggestion Issue containing a suggestion of functionality, process or UI. Associated PRs are called enhancement

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@isleshocky77
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Issue

It would be nice to be able to Manage Subscriptions for the Lead while converting a Lead to a Contact. So in the same way you can add a task or meeting, you can add them to a subscription list.

Expected Behavior

Have another row on the Convert Lead page with a checkbox to manage subscriptions showing what subscriptions they're currently in and allowing you to change them.

Actual Behavior

Currently have to Convert the Lead, go to the Contact, click Actions > Manage Subscriptions.

Context

Want to be able to have sales agents manage and convert a lead as quick as possible. Keeping them to the Convert Lead page as a first step would be hugely beneficial

Your Environment

  • SuiteCRM Version used: 7.10.10
@Dillon-Brown Dillon-Brown added the Type:Suggestion Issue containing a suggestion of functionality, process or UI. Associated PRs are called enhancement label Dec 27, 2018
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Labels
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