Customizations – Converting Vtiger Tickets to Leads

Our Boru professionals always strive to make our clients’ Vtiger experience more efficient. We recently had a very unusual request.  A client asked us to help his team create leads from tickets.  When the support team hears certain buying signals, he wants them to initiate a cross-sell for one of his other companies.  Creating the lead will ensure someone follows up.

With one click on the ticket screen, the lead will be created using the mapping set by the sys admin. See the screenshot of the mapping GUI below.

Convert Ticket Mapping
Convert Ticket Mapping

Still have some questions about converting tickets to leads? Contact us at any time.


Interested in learning more? Let us send you an email.

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