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Customer experience | Sales, Customer Insights,...
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Contact created from Qualified Lead not associated with Opportunity

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Posted on by 12,163

So when you qualify a Lead, it creates a Contact with some basic information i.e. phone, email, etc. However, as far as I can tell this newly created Contact is not associated with the resulting Opportunity that is created from the Qualified Lead and therefore any contact information is lost in translation. This doesn't seem right.

  • Joe Woltering Profile Picture
    12,163 on at
    RE: Contact created from Qualified Lead not associated with Opportunity

    No, it has not been disassociated. What is also strange is that it is not updating the 'Originating Lead' field in the Contact either whereas it is doing this in the Opportunity record.

  • Suggested answer
    Abdul Wahab Profile Picture
    12,085 Moderator on at
    RE: Contact created from Qualified Lead not associated with Opportunity

    Hi Joe,

    As per the documentation, it should not happen. Can you please check the audit history may be a user disassociated contact from the opportunity.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

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