Creating a lead from contact? :)

(0) Share

Report

Posted on by Community Member

Hi all,

I'm looking for a way to create a Lead directly from Contact entity form?

I am well aware that the system is not build for that and the core process is very much vice versa. But I'm still in need for such function.

Let me give some context. Our b2b sales process includes hundreds of researched accounts and contacts, which are being vetted and cold-called on a daily basis. Once we have some progress with the prospect - we'd qualify the contact and account info into a lead.

Now, I want to make this process faster to avoid going to Lead entity and then creating from there, but to create the lead directly from the contact (or account actually) form.

How can I make such process easy and simple from the Contact / Account?

Thanks! :)

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (2)

Verified answer

JohnAnonymous 5,241 on at

Like (0)

Report

Reading you post makes me thing you turned around the process by first creating an account and contact, and after qualification creating a lead. It's supposed to be the other way around.

I would built a ribbon button calling the WebApi to create a lead with the values from the account and contact. You could also consider a workflow if you want a no-code solution and make the start of the workflow dependant on the qualification of the contact.

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (0)

Report

As Martijn Eikelenboom suggested, a workflow would work for you but I'd consider redesigning your process and creating opportunities for your customers instead of "dequalifying" your contacts and accounts into leads. I'd also consider redesigning your business process if you frequently change your customers into leads and back.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thanks both Martijn and Piotr,

Yes. Our sales process is complicated - we do work with leads (to create accounts & contacts in the same time), but in the same time we work with already researched accounts and contacts trying to make them leads / opportunities.

The biggest need is that the process is dynamic (as various teams work on this) but simple in both directions. And I haven't figured out this direction very well.

I will check the options based on your solutions.

Thanks!

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi,

If you're looking to integrate your phone system to any CRM then I would suggest checking out Tenfold as they offer this integration. Tenfold also offers tons of features such as click to dial, automatic call logging, easy note taking and task creation, screen pops on inbound and outbound calls, new lead/contact creation when no matching records, support for cases/opportunities and advanced analytics on the backend. They support MS Dynamics integration

www.tenfold.com/.../dynamics

Was this reply helpful? Yes No

Community site session details

Creating a lead from contact? :)

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Featured topics

Product updates

Community site session details

Creating a lead from contact? :)

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Featured topics

Product updates