Conversion of Lead to Opportunity

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Posted on by blundgren

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Ever since the upgrade to the latest CRM my sales force are having issues with converting leads into opportunities. The problem is with the RFQ ID. When a direct opportunity is created the RFQ ID field is generated automatically. When a lead is qualified to an opportunity the RFQ ID field is mapped with the lead form's topic field data. We use a third party plug-in that automatically generates a quote number; Gap Consulting, a Microsoft Gold Certified Partner out of the UK.However, I feel this is a CRM mapping issue. Any thoughts?

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Sneha Padwal 850 on at

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Hello,

You will have to check the current mappings between Lead and Opportunity.

You can navigate to Settings > Customizations > Customize the System > Entities > Leads > 1: N relationship > Mappings.

If you find a mapping between Source: Subject and Target: RFQ ID delete that mapping and create a new one for Source: Subject (Display Name) and Target: Topic (Display Name).

If there is a RFQ ID on the Lead form as well you can create mapping between the RFQ ID on Lead form and Opportunity form.

Save and Publish the customizations.

Hope this was helpful.

Thanks,

Sneha P

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