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you usually create a lead, on the lead create a phone call activity and then if it comes off you convert the lead into an opportunity.
I don't think CRM out of the box converts phone activities into opportunities. If you wanted to do this you could do it using a workflow or a dialog.
Hello Andrew,
You may need to construct a workflow to fulfill your requirement.
Please check these links :
blogs.msdn.com/.../workflow-phone-call-conversion-of-lead-to-opportunity.aspx
social.microsoft.com/.../cant-customize-convert-phone-call-to-opportunity-form
Hope these help.
Thank You !
andybrown65,
How did you accomplish your requirement? Thank you for sharing.
harihar
Hi,
That should be pretty straight forward actually. Check this blog. You should be able to select Convert To and select Opportunity.
crmbook.powerobjects.com/.../converting-activities
Hi Gagandeep,
Thank you for giving us the blog that explains on how to convert activity to an opportunity.
best wishes
Hi Andy,
Yes, there is a possibilty from which we can Convert a Phone call into Opportunity & also a case
when you Create a Phone Call & save it.u can see an option like Convert to with help of that we can convert a phone call into Opp or case.
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