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CRM 2015 Lead conversion process RRS feed

  • Question

  • Situation: When a lead is converted to an opportunity and the contact does not exist or is a contact listed on the lead the system creates a contact called No Name. Is there a way to stop CRM from creating the contact if no contact exists on the lead?
    Thursday, October 1, 2015 6:41 PM

Answers

  • Hi Jennifer, 

    New lead conversion often is causing problem due to lack of flexibility. Best way it will be to hide existing button to convert Lead and create new button which will run dialog or workflow. You can also write a plugin which will do the same but depends if you have development skills. 

    Kind regards.
    KG


    My Dynamics CRM Blog: http://bovoweb.blogspot.com

    • Marked as answer by JenniferNHS Tuesday, December 22, 2015 8:42 PM
    Tuesday, October 6, 2015 9:46 PM