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Qualifying Leads Not Mapping Accounts RRS feed

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    I may have a misunderstanding on how the lead account info gets copied into the new contact. When I specified the Account in the lead ribbon and qualify the lead the Account info never copied over to the contact or shows up in the account as a contact.

    Is that expected behavior?

    Brian Knight Pragmatic Works SQL Server Training, Tools and Services

    Tuesday, September 24, 2013 8:06 PM

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    In the instance where on your Lead you choose an existing Account but have new Contact data, you can use a process associate the new Contact with the Account.

    Workflow: Contact - Run on Create

    Check Condition: Contact - Originating Lead - Contains Data

    Update Contact: Parent Customer = Originating Lead (Lead) - Parent Account for Lead

    I didn't test this in any depth - but when a Contact is created - if it is related to a Lead, and that Lead was associated with an existing Account - it should update the Contact's Parent Account accordingly.

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Thursday, September 26, 2013 2:02 PM
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    When you click the Qualify button on the lead form, there's a pop-up window with options to convert the lead into an: Account, Contact and/or Opportunity. If you only check the only the Opportunity checkbox, you can also associated the opportunity with an existing customer (an account or contact).

    When you select Account, some of the lead's information is used to create a new account. When you select Contact, some of the lead's information is used to create a new contact. When you select neither Account or Contact and only select Opportunity and specify an existing account in the Potential Customer field, then no new accounts or contacts are created or updated.

    What options are you selecting on the Qualify Leads window?

    Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Tuesday, September 24, 2013 11:26 PM
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    Thanks for the reply Neil. That's what I expected to see as well but that Lead Qualification screen is now gone in CRM live in December of 2012 (from what I read) so all of the docs and videos are out of synch with the actual product now. When I click Qualify, it magically creates an account, contact and opp (without giving you an option on what it will create). It creates them all but then doesn't link the contact to the account.

    Brian Knight Pragmatic Works SQL Server Training, Tools and Services

    Wednesday, September 25, 2013 12:26 AM
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    After the update if you don't specify an existing Account or Customer on the Lead the system will create both the Account and Contact and relate them together. If you specify the Lead is related to existing Account or Contact it will create the one that doesn't yet exist but it will not create the relationship. 

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Wednesday, September 25, 2013 1:52 AM
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    Thanks Jason, I've never turned on the Polaris (Winter 2012) forms and Brian didn't mentioned that's what he was using.

    Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Wednesday, September 25, 2013 4:15 AM
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    I just checked this again on a CRM Online instance and the Account and Contact is related. The Opportunity is created for Account, if the company name was provided. If contact details exist a contact record is created and contact is set as the primary contact of the account.

    HTH

    Sam

    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Wednesday, September 25, 2013 4:24 AM
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    Jason is there any workaround you can think of that would associate secondary contacts to an account as it's qualified and has been associated as a lead? I was going to look at processes to do this post-qualified.

    Brian Knight Pragmatic Works SQL Server Training, Tools and Services

    Thursday, September 26, 2013 11:54 AM
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    In the instance where on your Lead you choose an existing Account but have new Contact data, you can use a process associate the new Contact with the Account.

    Workflow: Contact - Run on Create

    Check Condition: Contact - Originating Lead - Contains Data

    Update Contact: Parent Customer = Originating Lead (Lead) - Parent Account for Lead

    I didn't test this in any depth - but when a Contact is created - if it is related to a Lead, and that Lead was associated with an existing Account - it should update the Contact's Parent Account accordingly.

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Thursday, September 26, 2013 2:02 PM
    Moderator