Moving a customer from a custom module to contacts
Hi
I'm looking to find a way of moving an entry from a custom module I've created to update information in a contact.
The basic workflow is as follows.
1. Customer expresses interest in one of our courses by completing a short form that creates an entry in 'Leads'.
2. When ready to commit the customer then completes an application form (that captures all of the important information we need to enrol them on a course). This is currently through a custom module I've created called 'Applications'. When we have received this we will convert the 'Lead' and that moves the customer to 'contacts'
3. When the application has been processed here and payment has been received (to start with we will take payment outside of the CRM) we would then like to be able to close the 'Application' and move the information over to update the details in the contact entry that was created when the lead was converted, so we have one complete record for a person who has applied for a course.
Any ideas how I can create a button or a workflow for Step 3? My knowledge of coding is very basic so if there is anything I can create through the GUI that would suit me better.
Thanks
Dan