Microsoft Dynamics CRM (Archived)

How to track opportunity created from lead

(0) Share

Report

Posted on by Tin

1,562

Hello Team,

How to track opportunity created from lead after the qualify it.

*This post is locked for comments

I have the same question (0)

All responses (10)

Answers (2)

Verified answer

Community Member on at

Like (1)

Report

Hello Rahul:

You could make a Personal View under Opportunity.

One of the search criteria's would be to use Leads(Qualifying Opportunity

Then edit/add the columns you want.

Hope this helps

Was this reply helpful? Yes No
Verified answer

Royal King 27,686 on at

Like (1)

Report

If opportunity contains value in Orginating Lead field that means that opportunity is created from the Lead record. Just do advanced find to check value of this field whichever opportunity contains values those are qualified from the Lead record

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Rahul, can you be more specific in what "track opportunity" means?

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

If you need to see from the Lead , can add a subgrid with the view described above to the lead form.

Was this reply helpful? Yes No
Tin 1,562 on at

Like (0)

Report

Thanks Andy,

But how i can do this?

Was this reply helpful? Yes No
Tin 1,562 on at

Like (0)

Report

Thanks a lot

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (1)

Report

.

Create a view for Opportunities that shows the fields you want to see...Or change/use default.

On the Lead Form in Design mode click Insert..SubGrid. In the relationship select associated Opportunities and in the list of views select your desired view.

Go into a Lead and Qualify into an Opp, if you go back into the lead record you will see the resulting opp in the grid.

Was this reply helpful? Yes No
Tin 1,562 on at

Like (0)

Report

How i can find Status != Qualified/Disqualified in lead.

Because once i qualify lead its not present in lead i am finding it in opportunity.

Was this reply helpful? Yes No
Mahendar Pal 45,095 on at

Like (1)

Report

Once you qualified lead it is closed and becomes inactive, you can search them in advance file or can setup view for lead very status equal to Disqualified.

Thanks

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

In the list of Leads you will have different views to see the statuses.

However are you saying that the screen is showing the Opportunity due to the business process flow progressing?

Please clarify why you want to see unqualified leads in relation to the original question.

Was this reply helpful? Yes No