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Microsoft Dynamics CRM (Archived)

Lead to opportunity conversion

Posted on by 5,005

how to convert lead to opportunity what are the steps

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  • Verified answer
    Ivan Ficko Profile Picture
    Ivan Ficko 1,380 on at
    RE: Lead to opportunity conversion

    You need to populate all required fields on lead entity and then click on Qualify button in the ribbon to promote lead which will result in creating account, contact and opportunity in OOB CRM.

    Check out this link: http://crmbook.powerobjects.com/basics/microsoft-dynamics-crm-sales-process/leads/working-with-leads/#qualifying_a_lead

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