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Status Needs review
Categories SPIDAcalc
Created by Guest
Created on Feb 23, 2026

Create lead from Project selection

This is an extension of the idea SPIDA-I-34: https://spida.ideas.aha.io/ideas/SPIDA-I-34

Current Functionality:

When a new lead is created, it creates a new location.

Requested Functionality:

When a new lead is created, prompt the user:

"Create new lead from project selection?"

If the user chooses "Yes", create a new lead and move the selected location(s) to the new lead.

If the user chooses "No", create a new lead with a new location (current functionality).