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Microsoft Dynamics CRM Online - Lead and Opportunities

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Hi, I trying to import a purchased List into Microsoft Dynamics CRM online but want to know where the data has to be imported is it in Leads or Accounts or Contacts.

Issues –

If the data is imported in Leads and later if it is converted into Accounts Opportunity, I am not able to view the contact associated to the company. I am not able to convert 2 contacts associated with same company only 1 gets qualified.

If the Opportunity form is customized according to the contact Form will the information reflects when a contact is converted to opportunity.

How and where do I import data so that I would have a clean sales process with Account with contact information, Leads and Opportunity?
Lokesh S

Wednesday, June 15, 2011 12:11 PM

Answers

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When you convert a Lead to a Contact/Account/Opportunity the parent/child relationship between the Contact and Account will be automatically created.

Contacts are not 'converted' to an opportunity,they are associated with an opportunity.

If you have another Lead that needs to be converted, convert them to a Contact and then parent them with the previously converted lead's Account.

Jerry
CRM Innovation
Need a solution for CRM to help you manage Events or Email Marketing?
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Jerry CRM Innovation - Need a solution for CRM to help you manage Events or Email Marketing? Follow me on Twitter
- Marked as answer by Jim Glass Jr Wednesday, June 15, 2011 7:38 PM
- Edited by Jerry Weinstock - CRM InnovationMVP Tuesday, June 21, 2011 1:44 PM typo
Wednesday, June 15, 2011 2:00 PM
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Import them into Leads.
Jerry CRM Innovation - Need a solution for CRM to help you manage Events or Email Marketing? Follow me on Twitter
- Proposed as answer by Jerry Weinstock - CRM InnovationMVP Tuesday, June 21, 2011 1:44 PM
- Marked as answer by Lokesh S Thursday, June 23, 2011 12:56 PM
Tuesday, June 21, 2011 1:43 PM

All replies

1

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When you convert a Lead to a Contact/Account/Opportunity the parent/child relationship between the Contact and Account will be automatically created.

Contacts are not 'converted' to an opportunity,they are associated with an opportunity.

If you have another Lead that needs to be converted, convert them to a Contact and then parent them with the previously converted lead's Account.

Jerry
CRM Innovation
Need a solution for CRM to help you manage Events or Email Marketing?
Follow me on Twitter

Jerry CRM Innovation - Need a solution for CRM to help you manage Events or Email Marketing? Follow me on Twitter
- Marked as answer by Jim Glass Jr Wednesday, June 15, 2011 7:38 PM
- Edited by Jerry Weinstock - CRM InnovationMVP Tuesday, June 21, 2011 1:44 PM typo
Wednesday, June 15, 2011 2:00 PM
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Hi jerry,

Thanks for your input, so where do I exactly import the data is it – Accounts and Contacts or Leads.

Regards

Lokesh S
Lokesh S

Tuesday, June 21, 2011 9:50 AM
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Import them into Leads.
Jerry CRM Innovation - Need a solution for CRM to help you manage Events or Email Marketing? Follow me on Twitter
- Proposed as answer by Jerry Weinstock - CRM InnovationMVP Tuesday, June 21, 2011 1:44 PM
- Marked as answer by Lokesh S Thursday, June 23, 2011 12:56 PM
Tuesday, June 21, 2011 1:43 PM