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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Leads and Opportunities
Microsoft Dynamics CRM (Archived)

Leads and Opportunities

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Posted on by Doradom 75

We use CRM and currently leads are individuals that work for agencies that we want to become our clients. So leads move to contacts no problem. Where we have a problem is when we want to create an opportunity. We want the opportunity to be against the company that the lead is working for because that is ultimately becomes our account. How is it possible to do this, what are our options. One thought I had was create a lead and call it the company but what are the negatives of doing it this way?

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  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi,

    The standard lead qualification process allows you to create a contact, company and opportunity from a lead with the opportunity linked to the account. If you are using CRM2013, you will automatically get an account created if you add a company name to the company field on the lead. In CRM2011 you will get a dialog where you are asked if you want to create an account.

    Hope this helps,

    Scott

  • Suggested answer
    Karth Profile Picture
    Karth on at

    What you are looking for is the exact behaviour in CRM.

    When you create a lead in CRM, you fill in the First Name, Last Name and Company Name fields. When you qualify this lead, CRM creates a Contact, Account and an Opportunity record for you.

    The contact record would be the First Name and the Last Name. The Account would be the Company Name. The Opportunity is created against the Account.

    If this is not the behaviour you are observing, then verify if your system is customized.

  • Doradom Profile Picture
    Doradom 75 on at

    Here is the rub in the situation. Every opportunity that I want to see the name of the company in the opportunity and probability and all that other great info. I'm also having to create an account. We treat accounts as accounts they are the wins. Now there would be over time an overload of accounts in the system that are not really accounts but just opportunities that did not come to fruition or we just had lost.

  • Suggested answer
    Karth Profile Picture
    Karth on at

    I see where you are coming from.  I think it’s more to do with how you manage your Account records. To address the issue of the overload of Accounts, you could perhaps develop a workflow to update the Customer Type on the Account form to something like a “Non-Account” when the status of the opportunity changes to “Lost”. If you need to have additional checks on the Account to see if it had any opportunities in the past which were won, depending on which you would like to set the Customer Type value, you may have to do this through plugins.

    Once this is done, you could configure your views to display Accounts where the Customer Type is not “Non-Customer”.

    In reality, you wouldn’t save any disk space following this approach - you are just segmenting your Accounts.

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