Linking multiple leads to one Opportunity

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Posted on by Community Member Microsoft Employee

Our Business scenario goes like this:

We are a Sales and manufacturing Company and deal with Contractors directly and not with End users.

So we will be sending out quotes to multiple contractors, but this maybe for the same end user I am confused how to handle this at the Opportunity level?

we would like to be able to group multiple enquires to one opportunity at the lead level, maybe by having a button or process that would allow me to do this. also for reporting purposes we would not want for example 3 enquires for one opportunity all for £100,00 each, we would like it to show as potential sale of £100,000 and not £300,000, if this is possible?

I want to know if any of you has a similar business scenario as ours and how you have implemented it?

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Community Member Microsoft Employee on at

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RE: Linking multiple leads to one Opportunity

Thank you
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David Jennaway 14,063 on at

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RE: Linking multiple leads to one Opportunity

You will probably need to create one or more custom entities for this. One example we have implemented for a similar scenario is to create a SupplierEnquiry entity. This would had N:1 relationships with the Opportunity and whatever entity you use for the contractor (most likely I would use the account or contact entity, or a custom entity), and any fields specific to that opportunity and that contractor (e.g. different contractors may quote different prices, or timescales).

Assuming you only select one contractor for an opportunity, once you have selected the contractor, you'd probably no longer need to use the SupplierEnquiry records for that opportunity (though I would expect you'd record a status value to indicate which was chosen, and which weren't, which could provide useful reporting information)