Qualify Lead Workflow

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I have created a custom business work process and its working fine. I have created a phone call activity and call a Workflow which qualify the Lead. Lead is qualified but it didn't create Contact and Opportunity for the lead.

I search the tool but it didn't work for me.

So I created a child work process and start a flow like this and set all the values. see below.

Step 1
1) Create New Contact
Create: Contact
Set These Properties:

Email: {Email(Lead)}
Business Phone: {Business Phone(Lead)
Originating Lead: {Lead(Lead)
Personal Notes: {Description(Lead
FirstName: {First Name(Lead)}
Last Name: {Last Name(Lead)}

Step 2
2) Create New Opportunity
Create: Opportunity
Set Properties:

Topic:{Topic(Lead)}
Contact: {Customer(Lead)}
Potential Customer: {Parent Contact for lead(Lead)}
Originating Lead: {Lead(Lead)}

Step 3
3) Qualify Lead
Change record status to: Lead Qualified

Now the contact is created, opportunity is created and lead is qualified, but still there is linking between them why. Lead is now showing customer or opportunity.

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Mahendar Pal 45,095 on at

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Hi Anil,

You question is not much clear ,could you provide some more information about your issue.

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Community Member on at

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Hi Mahen,

I have created a workflow which qualify a lead. Problem is that Lead is qualified but contact and opportunity is not created.

So I just did one thing before qualify lead.

1) Create Lead Contact

2) Create lead opportunity

3) Final Qualify the Lead.

The process executed but Contact and opportunity is not linked with Lead, as like as the default functionality of Lead Qualification process.

Hope you understand my point.

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Mahendar Pal 45,095 on at

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Can you share your workflow screenshot, here

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Community Member on at

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Here is the Workflow 1

I call the workflow1 as a child workflow in another workflow.

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Mahendar Pal 45,095 on at

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Did you try to direct run your workflow in lead instead of calling it as a child ?, just test on demand workflow and see if you are getting same result.

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Community Member on at

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Yes I am seeing the same result, lead is qualified , contact created, opportunity created but not linked. Why this is happen.

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Mahendar Pal 45,095 on at

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Just tried with your steps and created on demand workflow and I can see originated lead is populated in opportunity, and contact. Make sure you are following correct order.

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Community Member on at

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Could you please send me the workflow in detail. What you have followed. Please send me screen as well with parameters.

Many thanks

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Mahendar Pal 45,095 on at

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I have following the same steps, Create Contact, Opportunity and then Finally Qualify Lead

Just tested it with on demand workflow and I can see these record created with originated lead field populated.

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Community Member on at

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Hi,

Thank you for giving effort on this concern.

I followed the same as you did. Mentioned the problem below.

One thing I see that in opportunity properties you didn't set Oportunity Topic and you created Contact and you set Potential Customer to Parent Account for lead..

I tried it will create contact and lead.
1) Contact shows the Originating Lead correct.
2) Opportunity created but no property values been set.

Here is the result when I am on the Lead. Why the contact is not linked?

When I qualify the lead from Ribbon. it looks like below.

I want that thing, auto create contact, opportunity and synced with Lead. See the Lead status is Develop. and Lead Existing contact to .....

How to do that?

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