How to create a lead based on a deal?

A

Anto2020-06-30 10:13:37

Bitrix24

Anto, 2020-06-30 10:13:37

Good afternoon!

Tell me, it happens that the manager started the Deal first, but the Lead was not created. And then a Lead is created, but the deal is already there and they worked with it. Question: how can I link this deal with which they are already working with the Lead that was created after the Deal?

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1 answer(s)

A

Andrey Nikolaev, 2020-06-30
@gromdron

UPD 06/30/2020: there is no way from the interface now.
Possible options:
- Through the business process, try to change the data
- Through the API, set the correspondence.
- Create a Deal from the lead (there will be 2 deals) and merge them into one through merging.
In analytics, none of the proposed solutions will work (perhaps the latter, but I'm not sure)
Previously, it was possible to link an existing lead to an existing deal using standard means, now this can only be done to a contact / company