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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Lead Auto Qualification
Microsoft Dynamics CRM (Archived)

Lead Auto Qualification

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Posted on by Community Member

Hello All,

I have this scenario where I am creating child leads for a master lead.

For the master lead after lead qualification I am automatically qualifying the child leads. During this Auto qualification process to opportunity I am unable to see the BPF for the child leads opportunity, where as for master lead it is available. Is it an limitation of CRM? I have checked the security roles they are all privileged and correct. can anyone help me with the situation.

Thanks.

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  • MSCRM Guru Profile Picture
    MSCRM Guru 600 on at

    Hi Vinay,

    Could you clarify what is missing?

    Here is my current understanding - we have Lead 1, which has Lead A, Lead B, and Lead C as child leads.  When Lead 1 is qualified by a user, a process (workflow? plugin?) will mark Leads A, B and C as qualified.  You are getting an Opportunity that is associated to Lead 1.

    Do you want separate opportunities for Leads A, B and C? Should they somehow relate to the same opportunity? Is the Opportunity missing a BPF?

    Please provide some more info :)

  • Community Member Profile Picture
    Community Member on at

    plugin for auto qualifying child leads. once order is created for master leads(Lead1)

    separate opportunities for Lead A,B and C

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