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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Community Member on at

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RE: Qualify Lead Workflow

Hi Anil,

I have the same query you have. community.dynamics.com/.../202814

If you have a solution to this, much appreciated if you could share it with me, please.

Hope to hear from you soon.

Cheers

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Community Member on at

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RE: Qualify Lead Workflow

Thanks for clearing the things, Ok so I don't need to change the business process stage but have to link the contact with lead.

How to link the contact created to that Lead? i.e; Parent Contact for lead/Existing Contact?

And the same contact will be assigned to Opportunity.

Can we do that in the same workflow. Please send me the step.

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Mahendar Pal 45,095 on at

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RE: Qualify Lead Workflow

Hello,

I am also copying lead name topic but not included in screenshot. If you want to populate existing contact in opportunity then you need to setup Parent Contact for lead in the contact field opportunity, so it will populate existing contact but you need to make sure existing contact is selected in lead record.

You can't change business process stage this way without programming for that you need to write custom workflow to update the process stage value in opportunity. You can refer post here for the same: community.dynamics.com/.../how-to-change-process-and-stage-programmatically

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Community Member on at

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RE: Qualify Lead Workflow

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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Mahendar Pal 45,095 on at

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RE: Qualify Lead Workflow

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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RE: Qualify Lead Workflow

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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RE: Qualify Lead Workflow

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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RE: Qualify Lead Workflow

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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RE: Qualify Lead Workflow

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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RE: Qualify Lead Workflow

Here is the Workflow 1

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

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