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"));
}
public ActionResult Add(Sale sale, FormCollection form, bool?convert)
{
bool isNew = false;
//write activity to the log
if (sale.ID == 0)
{
isNew = true;
sale.Status = SaleType.Prospecting;
}
if (!string.IsNullOrEmpty(form["Companies"]))
{
sale.CompanyID = Convert.ToInt32(form["Companies"]);
}
if (!string.IsNullOrEmpty(form["People"]))
{
sale.PersonID = Convert.ToInt32(form["People"]);
}
if (!string.IsNullOrEmpty(form["Members"]))
{
sale.OwnerID = Convert.ToInt32(form["Members"]);
}
if (!string.IsNullOrEmpty(form["PriorityType"]))
{
sale.Priority = (PriorityType)Enum.Parse(typeof(CrumbCRM.PriorityType), form["PriorityType"], true);
}
_saleService.Save(sale);
if (!string.IsNullOrEmpty(form["Tags"]))
{
var current = _tagService.GetByArea(AreaType.Sale);
string[] tags = form["Tags"].Split(new[] { ',' }, StringSplitOptions.RemoveEmptyEntries);
tags.ToList().ForEach(t =>
{
var tag = _tagService.GetByName(t);
if (tag == null)
{
tag = new Tag()
{
Name = t,
CreatedDate = DateTime.Now,
CreatedByID = _membershipService.GetCurrentMember().UserId
};
_tagService.Save(tag);
}
if (!current.Contains(tag))
{
_saleService.AssignTag(sale, tag);
}
});
}
if (isNew)
{
_activityService.Create("was added", AreaType.Sale, User.Identity.Name, sale.ID);
}
TempData.Add("StatusMessage", "Sale added");
return(RedirectToAction("Index"));
}