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Lead to Opportunity

Posted on by 30

I have created a Quote in Lead entity, Now on qualification of lead o opportunity, I have to Migrate Quote to opportunity.
Is this possible? if Yes, then How ?

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Lead to Opportunity

    Hi Ashrithan,

    You mentioned that you have created a Quote in Lead entity, have you done customization?

    In fact, there is no any OOB relationships between Lead and Quote, How do you do it?

    But you can create quotes from opportunity(N:1 relationship):

    pastedimage1686191038770v2.png

    I have to Migrate Quote to opportunity.

    So you can update 'opportunity' lookup of the quote record with opportunity that qualified from lead:

  • Ashrithan Chary Profile Picture
    Ashrithan Chary 30 on at
    RE: Lead to Opportunity

    No, whatever Quote I have created in lead that has to be migrated to opportunity upon Qualification.

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Moderator on at
    RE: Lead to Opportunity

    Hi Ashrithan Chary,

    I am a little bit confused. You created a quote in the lead entity. What does it mean? Now, on qualification of the lead, you want to create an opportunity. Am I correct?

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