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Lead handling when Account already exists? RRS feed

  • Question

  • As designed, the CRM seems to expect (or works best) when there are no Account & Contacts already in the system. One enters a Lead, then if OK one promotes it to Account, Contact, Opportunity, it creates the files, transfers some data from the Lead to these, then the Lead becomes inactive.

     

    BUT, we have 10,000 suspects/prospects already in the system, so half the time we already have the Account. But when one enters a new Lead, it does not link back to any Parent Account (company), it won't even detect a possible duplicate.

    When we promote it to Account/Contact/Opportunity it creates a new, duplicate Account. If we promote it to just an Opportunity, we seem to lose notes entered in the lead and other data intended for the Account record.

     

    Is anyone else having this issue, what is the workaround?...I like using Leads 'cause it creates these other entities & wold like to follow the CRM flow...

    Thursday, January 24, 2008 7:23 PM

Answers

  • Hi,

    While converting a lead you could only select the opportunity checkbox and use a lookup to find the corresponding contact or account. Also please note that the related entities to the lead will not be copied to the new records. The attribute 'originating lead' will be set automatically to the disabled lead. Because of that link the related entities of the related lead can be viewed on the account and contact views.

    If this does not answer your wishes, then you could decide to replace the default convert lead functionality by creating your own aspx page and redirect the 'convert lead' button to your page (javascript onload code. use the dom to find the id of the button).

    Hope this helps,

    Ronald Lemmen
    Microsoft Dynamics CRM MVP
    http://www.ronaldlemmen.com
    Friday, March 20, 2009 11:48 PM
    Moderator

All replies

  •  

    Dear Leonardg,

     

    In MS CRM 3,0 there is no duplicate detection in out of box solution, you have to perform yourself by writing callouts (PreCreate on Account/Contact)

    use some 3rd party duplicate detction like www.c360.com have.

     

    But In CRM 4.0 it has great feature of duplicate detection, I do agree if you upgrade it and it will detect the duplicat with name and other attributes as well.

     

    http://blogs.msdn.com/crm/archive/2008/01/17/crm-4-system-wide-duplicate-detection.aspx

     

     

    Another work around is write .net assembly and call on grid action to check all duplicate records and remove one..

     

    Best Regards,

    Imran

     

    http://microsoftcrm3.blogspot.com

     

    Friday, January 25, 2008 10:25 AM
    Moderator
  • Excuse me, but why do you keep answering questions that are not being asked. The subject is NOT duplicate records.

     

    Please re-read my question. If you don't understand it, please allow others to handle it.

     

    Thank you.

     

     

    Sunday, January 27, 2008 7:04 PM
  • sorry -  About notes transfered, it will not, you need custom develop to transfer a note automatically.

     

    But activities will transfer automatically.

     

    Regards,

    Imran

     

    Monday, January 28, 2008 5:25 AM
    Moderator
  • Hi,

    While converting a lead you could only select the opportunity checkbox and use a lookup to find the corresponding contact or account. Also please note that the related entities to the lead will not be copied to the new records. The attribute 'originating lead' will be set automatically to the disabled lead. Because of that link the related entities of the related lead can be viewed on the account and contact views.

    If this does not answer your wishes, then you could decide to replace the default convert lead functionality by creating your own aspx page and redirect the 'convert lead' button to your page (javascript onload code. use the dom to find the id of the button).

    Hope this helps,

    Ronald Lemmen
    Microsoft Dynamics CRM MVP
    http://www.ronaldlemmen.com
    Friday, March 20, 2009 11:48 PM
    Moderator