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Open a new Opportunity without creating previously a Lead?

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Posted on by THIELMANN

Hello,

I often deal with situations where I know I am dealing with a real opportunity, but I wonder if I need to first create a Lead that I automatically qualify to start working on the Opportunity, or I can open a new Opportunity directly without starting with a Lead. What is the best practice?

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LeoAlt 16,331 Moderator on at

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RE: Open a new Opportunity without creating previously a Lead?

Hi partner,

Qualify a Lead to Opportunity will execute the following steps.

1.Create a new account from field "Company".

2.Create a new contact from field "First Name" and "Last Name".

3.Create a new opportunity from field "topic".

Lead

Opportunity

Since you said that you have a real opportunity now, you could refer to the suggestions below.

1.If this account is a new account who was not in D365 before, you could start your work from a new lead.

2.If this account is existed in D365, you could start your workf from a new opportunity directly.

Hope it helps.

Best Regards,

Leo

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Adrian Begovich 1,027 Moderator on at

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RE: Open a new Opportunity without creating previously a Lead?

Hi THIELMANN,

You can achieve more consistent sales interactions by following the sales process as it takes you through each stage, from creating a lead to closing the sale.

The ideal option is to qualify a lead to an opportunity but you may alternatively create a new opportunity on the command bar by selecting + New. This article contains more information on creating and editing opportunities.

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