Hello everyone,
I’m working on customizing the lead conversion process in ERPNext. Currently, when converting a lead to a deal, the system requires creating both a Contact and an Organization. However, most of our leads represent individuals, not organizations, so creating an organization in this process isn’t necessary for us.
Challenges:
- Skipping Organization: While I know the organization field is not mandatory, the system still prompts for it during lead conversion. I’d like to streamline the process to skip the organization entirely when converting leads into deals.
- Deal Naming Issue: Deals seem to be automatically named after the linked organization. Since many of our leads don’t have an associated organization, I’d like the deals to instead be named based on the Contact (or something custom, like the lead’s name).
What I Need Help With:
- How can I remove the organization requirement during lead conversion entirely?
- How can I configure deal names to default to the contact’s name (or a custom naming pattern) instead of being based on the organization?
Has anyone dealt with a similar scenario or knows how to adjust this workflow? Any pointers or advice would be much appreciated.
Thank you!