Qualifying all leads against a company via a workflow

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I'm wondering if it is possible to qualify all leads for a company following a trigger. For example, when the relationship type field updates to 'client' to qualify all the leads against that company to contacts.

With the MSCRMWorkflowUtilities against 'Lead - Lookup - Required' and the value box, you only have the option to either pick a specific lead, or set the field so that it qualifies the Originating Lead. Is there a way to add a value to this field so that it is all leads associated to that company, not just the originating one?

Or failing this function, another way completely to get all leads to automatically qualify to contacts once the parent account relationship type = client?

Thanks

Jess

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ARIFNIIT 1,391 on at

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RE: Qualifying all leads against a company via a workflow

You mean Account entity does not have any relationship with lead entity? relationship will be as per your CRM business logic. I think you and your organization can decide that how company(account) is related to lead.
Shahbaaz Ansari 6,211 on at

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RE: Qualifying all leads against a company via a workflow

Did you resolved the issue?
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Shahbaaz Ansari 6,211 on at

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RE: Qualifying all leads against a company via a workflow

I have made some changes in my workflow like above you can check, now when a lead gets Qualify using On demand workflow it will also create Contact for it.

If you find it helpful, Please mark as Verified.

Best Regards,

Shahbaaz
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RE: Qualifying all leads against a company via a workflow

Hi

This sounds like something that would work with what I am trying to do. What plugin would this need to be? If you have a screenshot of the process or anything like that, that would be great.

Thanks
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Community Member on at

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RE: Qualifying all leads against a company via a workflow

Hi,

You can try plugin on account entity on change of relationship type. If Type=Client, the plugin can run and find all open leads against the particular account and qualify programmatically.

Mansoor
Shahbaaz Ansari 6,211 on at

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RE: Qualifying all leads against a company via a workflow

with the workflow which i given example doesn't create contact.
Community Member on at

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RE: Qualifying all leads against a company via a workflow

Hi

Yes the existing account field is used to link the lead to the account
Alex Fun Wei Jie 33,626 on at

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RE: Qualifying all leads against a company via a workflow

Hi,

are you using the existing account field to associated the account with lead?
Community Member on at

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RE: Qualifying all leads against a company via a workflow

Hi

Thanks for sending this through, we can do it as on demand however, I want to make sure that once the lead is qualified a contact is automatically created - pulling all information from the lead across to the contact.

Is this possible?

Thanks
Community Member on at

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RE: Qualifying all leads against a company via a workflow

How can you retrieve all leads that are associated to the triggered company? That's what i can work out how to do. I can only see to do this for 'originating lead'