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Object to Object Conversion (eg Lead to Opportunity)
Source: twentyhq/twenty#10633 · opened by @oddieis
Scope & Context I would like to request enhanced object management in Twenty CRM. The ticket is about enabling users to convert leads directly into any custom object of their choosing, instead of manually copying data. Current behavior Currently, when a lead is received and stored as a custom object, it cannot be directly converted into another object like an opportunity. This forces users to manually transfer data from the lead to the desired object type, which is inefficient and error-prone. Expected behavior Users should be able to select a lead and convert it directly into a custom object of their choice. The system should automatically map and transfer the data from the lead into the custom object format. Technical inputs • Extend the lead model to include metadata for custom object mapping. • Create a conversion API endpoint that accepts the target custom object type and performs the necessary data transformation. • Implement a modal dialog in the …
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