How to save a Lead and a Customer in an Opportunity

Frappe Framework Customization
1

My company requires changes to the CRM workflow that I’ve been slowly implementing. Can anyone suggest to me a way I can save a Lead and a Customer in an Opportunity. Currently when ever you save an Opportunity it either sets the Customer or the Lead to “None”.

I have tried adding the Customer back in with a custom script using the “before_save” hook, and I’ve tried adding a custom “Customer” or “Lead” field and populating that but it causes problems down the road when generating new docs from the Opportunity.

2

Hi, I don’t know if it’s possible but you need to overwrite def make_new_lead_if_required from the erpnext.crm.doctype.opportunity.opportunity.py. If it isn’t possible you can comment that method on the your server.

1 Like
3

Thank you for your response!

I was hoping to do this from a custom app (and not hard code it) but it seems like that’s not possible yet.