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converting contacts to leads RRS feed

  • Question

  • Our ERP system sends ecommerce orders into CRM as contacts but sales needs to follow up on them as leads to up-sell, cross sell.  is it possible to convert existing contacts into leads without data entry?  is it possible to import ecommerce orders as leads?
    Thursday, August 4, 2016 7:56 PM

All replies

  • Converting contacts to leads is not standard functionality for Dynamics CRM - the flow in Dynamics CRM is the other way Leads to Contacts.

    You could create a workflow to copy contact details to a lead, and you could then run the workflow on 1 or more contacts (but no more than 250 at a time)

    Yes you can import leads, all you need is a CSV text file with the relevant details

    Friday, August 5, 2016 12:01 PM
    Moderator