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Reporthi
How do you convert leads into contacts please? Do you have to first set up the account?
thank you
Glad
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hi
How do you convert leads into contacts please? Do you have to first set up the account?
thank you
Glad
*This post is locked for comments
Hi Glad,
As far as I know, everytime you create a lead under Contact section and you did not fill the 'Existing Contact' value, after you qualify, it will create a contact:
See this link, it is so informative:
http://www.pedroinnecco.com/2013/10/lead-entity-2013/
"Lead qualification
As I explained in a previous post, a lead is an speculative record that companies work in order to qualify into an account and/or a contact and/or an opportunity. However in Dynamics CRM 2013, Microsoft decided to change the outcome of qualifying leads. Here is how it works.
Based on customer feedback, Microsoft concluded that customers were getting confused between the Lead and the Contact entity. As a result, they have decided to streamline the two the following way:
When qualifying a lead record, we no longer get a dialog asking which records we want to create (i.e.: account and/or contact and/or opportunity). Instead, the qualification of a lead record will always result in the creation of an Opportunity. An out out-of-the-box business processes (i.e.: the Lead to Opportunity Sales Process helps streamline the cycle from a Lead into an Opportunity.
This might make sense to the majority of the customers using Dynamics CRM out there, but for those looking to leverage the xRM framework, I consider this to be a major setback. For example, a college might want to use leads to qualify potential international agents to work with. A manufacturer might want to qualify potential distributors. In such cases, they could start with a lead and qualify those into account and contact records; a process that has nothing to do with the opportunity entity.
A contact will also always be created when a lead is qualified, unless the user specified an existing contact for the lead record in the business process. I understand the rationale behind this (i.e.: how can you qualify a lead without having a contact?) After all you are dealing with an individual at the other end in order to qualify the lead, right? (That doesn’t mean I agree 100% with this rationale, though).
When an opportunity record is created through the qualification of the lead, the contact will be associated under the Stakeholder grid in the opportunity record. However, whether the contact will be associated through the Contact lookup field in the opportunity depends on whether an account has been created or an existing account has been specified. If the opportunity is linked to an account (a business-to-business sale), then the contact will not be associated in the Contact lookup field."
Hope this helps!
Thank you.
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