public ActionResult Add(int id, string type)
{
var model = new NoteViewModel();
model.ItemID = id;
model.NoteType = (NoteType)Enum.Parse(typeof(CrumbCRM.NoteType), type, true);
model.ParentItem = _leadService.GetByID(model.ItemID);
switch (model.NoteType)
{
case NoteType.Contact:
model.ParentItem = _contactService.GetByID(id);
break;
case NoteType.Quote:
model.ParentItem = _quoteService.GetByID(id);
break;
default:
model.ParentItem = _leadService.GetByID(id);
break;
}
ViewData.SelectListEnumViewData <NoteActionType>("ActionType", true);
return(View("Add", model));
}
public ActionResult Delete(int id)
{
Lead Lead = _leadService.GetByID(id);
_leadService.Delete(Lead);
return(RedirectToAction("Index"));
}
public ActionResult Convert(int id, LeadType type)
{
Lead lead = _leadService.GetByID(id);
Contact company = new Contact();
if (!string.IsNullOrEmpty(lead.CompanyName))
{
//add a company contact
company.Type = ContactType.Company;
company.CompanyName = lead.CompanyName;
company.Email = lead.Email;
company.Mobile = lead.Mobile;
company.Work = lead.Work;
company.Address = lead.Address;
company.City = lead.City;
company.County = lead.County;
company.Postcode = lead.Postcode;
company.OwnerID = lead.OwnerID;
_contactService.Save(company);
}
Contact person = new Contact();
if (!string.IsNullOrEmpty(lead.FirstName) && !string.IsNullOrEmpty(lead.LastName))
{
//add a person contact
person.Type = ContactType.Person;
person.CompanyID = lead.CompanyID.HasValue ? lead.CompanyID.Value : company.ID;
person.FirstName = lead.FirstName;
person.LastName = lead.LastName;
person.JobTitle = lead.JobTitle;
person.Email = lead.Email;
person.Mobile = lead.Mobile;
person.Work = lead.Work;
person.Address = lead.Address;
person.City = lead.City;
person.County = lead.County;
person.Postcode = lead.Postcode;
person.OwnerID = lead.OwnerID;
_contactService.Save(person);
}
Sale sale = new Sale()
{
Name = lead.FirstName + " " + lead.LastName,
JobTitle = company.CompanyName,
CreatedDate = DateTime.Now,
CompanyID = lead.CompanyID.HasValue ? lead.CompanyID.Value : company.ID,
OwnerID = lead.OwnerID,
PersonID = person.ID,
Status = SaleType.Prospecting,
CampaignID = lead.CampaignID
};
// set converted date
lead.Converted = DateTime.Now;
_leadService.Save(lead);
_saleService.Save(sale);
_activityService.Create("was converted", AreaType.Sale, User.Identity.Name, sale.ID);
// re-assign existing tags
lead.Tags.ToList().ForEach(t => _saleService.AssignTag(sale, t.Tag));
TempData.Add("StatusMessage", "Lead converted");
return(RedirectToAction("Index", "Sale"));
}
