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Dynamics 365 Community / Forums / Sales forum / I need to add a sales ...
Sales forum

I need to add a sales step before lead (preferably called prospect) which is just a name and contact detail

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Posted on by Community Member

For sales purposes, we need a category for prospects. These are just a name and contact method which become a lead after first contact is made. These need to be separate categories to allow needed analysis to be carried out (how many prospects have been contacted and turned into leads). 

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Other
Leads or Opportunities
Sales Goal Management
I have the same question (0)
  • David Jennaway Profile Picture
    David Jennaway 14,065 on at

    I would still use the lead entity, and create a new custom field (probably an option set) to store the category

  • LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at

    Good day partner,
    I suggest that you could create a custom entity named "Prospects" which includes fields like name, email, phone. 
    In default system, the "Leads" is the first step of sales steps. So you could create a business process flow named "Prospects to Lead" which could allow you turn a prospect into a lead.
    What is BPF and how to use it.
    docs.microsoft.com/.../business-process-flows-overview
    Hope it helps.
    Best Regards,
    Leo

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