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Allowing the creation of an Oganization as Lead (#11724)

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* Allow the creation of an organization lead

* Changes following test fails

* Test case correction
This commit is contained in:
Charles-Henri Decultot
2017-11-27 07:28:22 +01:00
committed by Rushabh Mehta
parent dcbc4284d3
commit 22641e44ad
8 changed files with 197 additions and 27 deletions
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erpnext/docs/user/manual/en/CRM/lead.md
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@@ -43,6 +43,9 @@ A Lead is a potential Customer, someone who can give you business. A Customer is
organization or individual who has given you business before (and has an Account
in your system). A Contact is a person who belongs to the Customer.
A Lead can sometimes be an organization you are trying to make a deal with. In this case you can select "Lead is an Organization" and add as many contacts within this organization as you want.
It is useful if you are establishing a relationship with several people within the same organization.
A Lead can be converted to a Customer by selecting “Customer” from the **Make**
dropdown. Once the Customer is created, the Lead becomes “Converted” and any
further Opportunities from the same source can be created against this