Dynamics Community Forum Thread Details

Capturing Multiple Data into a Single Field during Lead Qualification

Please I need your recommendation on this challenge

On the 'Leads' form, an additional field 'Vendor Source' was created to capture the 'source from where the leads were purchased from' e.g. from Vendor A, Vendor B, Vendor C.. likewise an additional field 'Vendor Source' was equally created on the 'Contacts, Accounts, Opportunities' form in order to automatically read & store the values from the original 'Lead' whenever these leads are 'Qualified' to these respective entities in CRM
In reality, it is very possible that among the leads sold by Vendor A, some might have the same information (phone number or email) as some of the leads sold by Vendor B and Vendor C vice-versa, in other words, the same lead may occasionally appear multiples times from different Vendor Sources

My challenge is thus,

How can I capture on just one Contact, the different Vendor Sources if they appeared across multiple Vendors (will the field 'Vendor Source' be able to read all these multiple vendor sources without overwriting the newer with the former)
And if I was to run a report, on how many contacts in CRM were generated from the leads purchased from Vendor Sources, how will these contacts have the fields/criteria to hold the several vendor sources such that it will be listed under the 'View for Vendor A, likewise listed under the 'View for Vendor B' and 'View for Vendor C' vice-versa
How would one achieve this so that at the end, qualifying the multiple leads from the different Vendor Sources 'all into' the same 'Contact' will not overwrite each other but respectively accommodate data from each other so that it can be analyzed from the 'contact' form later on?

Quick Links