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This topic contains 2 replies, has 3 voices, and was last updated by Mike Kudelya Mike Kudelya 1 year, 2 months ago.

  • Creator
    Topic
  • #22431
    Sebastian
    Sebastian
    Participant

    Hi,

    I wonder what is the best workflow to create a Magento order from an incoming phone call.

    If a customer calls, the our call center creates a contact with as many informations as possible. At this point, e.g. the email address is unknown.

    Ich the same customer calls the next day, there should be a way to convert the contact (without mandatory fields) into a Magento customer.

    What I can do, is select a contact on the “Create Entity” form of the Magento customer. But when I do this, I have to enter all the customer’s information again. Even though nearly everything exists in the contact entity.

    I hope someone could help me.

    Best,
    Sebastian

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  • Author
    Replies
  • #22774
    Artem Liubeznyi
    Artem Liubeznyi
    Oro Core

    Hi Sebastian,

    I agree that it would be a neat feature but at the moment it will only be possible if you write a custom action that will transform Contact data into Magento customer record. There’s no way to do this without development.

    Thank you,
    Artem

    #22775
    Mike Kudelya
    Mike Kudelya
    Oro Core

    Here is the example how you can create lead contact filled from lead data after clicking on Qualify button (transition)

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