Creating a Sales Pipeline for Leads

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Hi,

Our sales department wants to have a Sales Pipeline for leads. I understand is this is possible for Opportunities. How do you do it for Leads?

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Nya 29,060 on at

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RE: Creating a Sales Pipeline for Leads

Hi,

The Sales Pipeline actually an OOTB chart based on Opportunity entity. It is integrated into the dashboard - Sales Activity Social Dashboard.

The Horizontal (Category) Axis Labels of the chart is Pipeline Phase field.

The value of the field is set according to a BPF called Opportunity Sales Process. Please refer to Understand the sales pipeline chart in and its phases | Microsoft Docs for more details.

So if you’d like to create a similar Sales Pipeline for Lead,

You need to create a custom field – Pipeline Phase in Lead entity and a similar BPF based on Lead.

Then update the value of the custom field with a workflow, which is explained deeply in the following article:

Display Business Process Values on Forms in Dynamics CRM 2013 | PowerObjects

After setting these above, create a chart based on Lead entity, set the custom field as its Horizontal (Category) Axis Label and then set the type as Funnel.

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RE: Creating a Sales Pipeline for Leads

Thanks for your Reply. The lead does not have a field named Category. How can I track what stage the Lead is in? What field should I be looking at?

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Nya 29,060 on at

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RE: Creating a Sales Pipeline for Leads

Hi,

The Category is part of the concept "Horizontal (Category) Axis Labels", not a field of the Lead entity.

The OOTB field in Opportunity entity is called Pipeline Phase field, which should be created in Lead entity.

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RE: Creating a Sales Pipeline for Leads

Thanks. You mentioned in your answer that I need to update the value of the custom field with a workflow.

In the OOTB BPF "Opportunity Sales Process" do you know what workflow is doing the updating for the Pipeline Phase Field in Opportunity?

I would like to create my workflow based on this.

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Nya 29,060 on at

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RE: Creating a Sales Pipeline for Leads

Hi,

You can create the workflow referring to the article I provided in step2.

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