Microsoft Dynamics CRM (Archived)

Leads associated to an account

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Posted on by RaulOcana

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Hello guys,

I want to see in my LEAD form, the ACCOUNT associated to it.

Usually I select an Account, then in the options select LEADS (Lead Associated View) and add all existing leads that I want for the account. That's ok, but when I go to any of the associated leads, I see the Account in a field called "Partner", but not in my "Existing Account" field.

Why is this happening or how can I change that please?

Regards,

Raúl

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RE: Leads associated to an account

Hi Mithilesh,

I am trying to Implement the same functionality. When I click on the + icon on the lead subgrid from account form, A form for creating new lead doesn't open. How to Implement that?

Regards

Jagadeesh

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RaulOcana 8,270 on at

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RE: Leads associated to an account

Hello guys,

It works now. Just checked the "Existing Account" field again, did the test and its being shown in the Account.

Thanks for your help!

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Mithilesh Kumar 10,047 on at

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RE: Leads associated to an account

Hi Raul,

In that case, use your Existing Account Field, your Lead should contain the value of the Account against which you have the Lead in that field.

The Lead will then appear in the Sub Grid which you have used in the Account Form.

Hope that helps

Thanks

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Aileen Gusni 44,524 on at

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RE: Leads associated to an account

Hi Raul,

You can link Account to Lead as mentioned before, that is using existing account field (parent accountid field)

Thanks.

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RaulOcana 8,270 on at

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RE: Leads associated to an account

Hi Aileen,

But is there a way to have this Lead and Account relationship without qualifying the Lead? Because once I qualify it, there is no problem; my problem is when the lead is still open.

Regards,

Raul

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RaulOcana 8,270 on at

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RE: Leads associated to an account

Hi Mithilesh,

The problem here is that Leads come from our website and different channels, we don't create Leads manually.

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Aileen Gusni 44,524 on at

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RE: Leads associated to an account

Hi Raul,

Just go to Sales/Marketing then choose your Lead.

Btw there are two possibilities when you qualify a Lead in term of Lead and Account relationship.

1. If you qualify a Lead from Existing Account (if you did fill the Account in the Lead form, in the BPF you can choose Existing Account, right)

After you qualify it, it will not create new Account, instead it will have relationship between Account (Existing) and Lead, which you CAN SEE this LEAD in the ACCOUNT SUBGRID

2. If you qualify a Lead and didn't choose any existing Account and you fill the COMPANY NAME, once you qualify it, the Lead will create an Account and make the Account has field value: ORIGINATING LEAD id in the Account. So that, you CANNOT SEE this LEAD in the ACCOUNT SUBGRID, BUT, it will appear as the ORIGINATING LEAD field in the ACCOUNT.

So, now can you help to see the originating lead field in the Account form, is that having value or not?

I hope it can help you.

Thanks, Raul

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Mithilesh Kumar 10,047 on at

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RE: Leads associated to an account

Hi Raul,

You will have to create the Lead from the Sub Grid on the Account Form.

Once you do that the Existing Account Field will automatically populated with the Account you created the Lead from.

I did a testing for you as below

1. Created the Lead from Account (Lead Subgrid as in your last post)

2. After Lead Created, opened the Lead to check the Existing Account Field value. The value from Account will be copied automatically.

Hope that helps

Thanks

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RaulOcana 8,270 on at

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RE: Leads associated to an account

Hi Mithilesh Kumar no, the lead was not created within the Account.

Hi Aileen Gusni how can I show you the Lead detail?

Regards,

Raul

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Aileen Gusni 44,524 on at

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RE: Leads associated to an account

Hi Raul,

Can I see your Lead detail?

Is that linked to the A Raw Test account or not?

If yes, then it should appear in the subgrid.

If not, then, yes, it is true, it shouldn't appear in that Account because it is not the linked Lead.

Thanks.

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