Linking Leads to Opportunity

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Posted on by sandeepc

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can i know which lead is linked to which opportunity is that possible in MSCRM If yes how.

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sandeepc 5,514 on at

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Once lead is qualified converted to opportunity we need to know which opportunity is from which lead

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sandeepc 5,514 on at

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can i get a best solution for this, as i am expecting the same . will be marked as verified sonn i get solution

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Hemant Kumar Sahu 1,829 on at

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Hi Sandeep,

Check the relationship between lead and opportunity, You can get the related record with the help of advanced fined or subgrid.

Thanks

Hemant

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sandeepc 5,514 on at

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where and how

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Hemant Kumar Sahu 1,829 on at

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Solutions->Entity->lead/Opportunity->Relationship

and easly you can get the records in advanced find.

Thanks

Hemant

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sandeepc 5,514 on at

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i did not find in solutions

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Hemant Kumar Sahu 1,829 on at

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Sandeep,

You need to go the solution and open that you use for the customisation.

Thanks

Hemant

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sandeepc 5,514 on at

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but, i need to know which lead is linked to which opportunity

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Hemant Kumar Sahu 1,829 on at

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Please use advanced find to get the realted record, if you have relationship between these two.

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sandeepc 5,514 on at

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then we can check using relationship right

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