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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / what comes first , pro...
Microsoft Dynamics AX (Archived)
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what comes first , prospect , lead ....? or lead then prospect ?

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Posted on by Abdo Khoury 14,855

Hi

what comes first 

  1. prospect then lead
  2. lead then prospect 

if option 1 is correct, then why can't i create a sales quotation from the Lead 

and if option 2 is correct then why can't i create a prospect from the lead 

appreciate if you can clarify how the sales and marketing out of the box works 

thanks 

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I have the same question (0)
  • Sohaib Cheema Profile Picture
    Sohaib Cheema 49,438 User Group Leader on at

    As per AX process, prospect is mandatory to create Lead.

    You can create Sales Quotation using Prospect of customer. You have option to choose account type(prspect/customer) on quotation itself.

    if we talk about end to end flow, its as following

    Lead >> Opportunity >> Quotation >> Sales Order

  • Abdo Khoury Profile Picture
    Abdo Khoury 14,855 on at

    thanks ,

    but where does the prospect comes in this flow ?

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 49,438 User Group Leader on at

    it comes before the Lead.

    But you can also skip that, and you can create Propsect at time of lead creation. While you will create Lead, you will see a filed Name.

    In that Name Lookup you will find all parties of system. If you enter some new keyword, it will be saved as new prospect in yoru suystem, which later on you can convert to customer or vendor.

  • Suggested answer
    Fredrik Sætre Profile Picture
    Fredrik Sætre 12,644 on at

    They are two different types of data. A Prospect is the customer or vendor that you are prospecting to do business with. A Lead is the precursor for a specific business opportunity. You qualify a lead and get an opportunity.

    So it is:

    Prospect > Customer

    Lead > Opportunity > Quotation > Sales order

    Lead, Opportunity and Quotes can be related to a prospect or customer. A sales order can only be related to a customer.

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