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Convert (Qualify) Lead - Contact and Opportunity - as (Won) - using lead RRS feed

  • Question

  •  

    Hi...

     

    I want to qualify (convert) lead into the contact and opportunity as won using sdk method..

     

    Please help me to find the solution.

     

    Thanks in Advance...

    Tuesday, September 30, 2008 10:07 AM

Answers

  • There is no specific message to convert a lead to a contact or opportunity. The requests you'll need to make are:

    1. Create method to create the contact, and you will have to copy whichever attributes you want in your code 
    2. SetStateLead request to qualify the lead
    3. Create method to create the opportunity
    4. WinOpportunity request to win the opportunity

    All these are documented in the CRM SDK

     

    Tuesday, September 30, 2008 12:35 PM
    Moderator