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Lead to Opportunity

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Posted on by Ashrithan Chary

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 ?

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Leah Ju Microsoft Employee on at

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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):

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 30 on at

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RE: Lead to Opportunity

No, whatever Quote I have created in lead that has to be migrated to opportunity upon Qualification.
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Abdul Wahab 12,077 Super User 2024 Season 1 on at

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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?