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Creating leads for existing account RRS feed

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    Hi,

    I have business scenario where you can have leads for exiting account.

    My questions are:

    1. What is the best practice for this scenario?

     2. If i create new custom relation between leads and account ( account is the parent entity), how can i prevent creating duplicate account when converting leads to account?

     

    Thanks

    Marwa Saleh

    Monday, July 5, 2010 5:14 PM

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    While Converting the  lead, Don't select the checkboxes for "Account" & "Contact". if  you  seleect the checkboxes  means  you want to convert to a new account/contact.

    Select Opportunity and then select the Potential Customer (An Account or can be a contact as well). Here you can map the new lead to  an existing account.

    Regarding best pratices, i think a lead is a potential customer, so normally leads will be converted to account or contact (if they don't exists already). But if they exits then a lead can be converted to an opportunity.

    Now opportunity is a potential sales with the customer (an account  or  contact), then  offcourse we have quote, order and invoice against the opportunity.

    Plus A  lead can also be dis-qualifed, in case the lead is not interested.

    Muhammad Ali Khan
    http://malikhan.wordpress.com
    • Marked as answer by Marwa saleh Monday, July 5, 2010 6:54 PM
    Monday, July 5, 2010 6:44 PM

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    Hi,

    First, there  is already a relationship between  lead & account. once you are converting  to lead you can select  the account  to which it can be associated with.

    Second, i think you can define duplicate detection rule on account name, which will  make sure you don't endup creating dubplicate account.

    See here  for  duplicate  detection rule.

    http://blogs.msdn.com/b/crm/archive/2008/01/21/duplicate-detection-while-creating-updating-records-in-titan.aspx

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

    Also  this.

    http://www.askcrm.com/Home/tabid/866/EntryID/102/Default.aspx

    Muhammad Ali Khan
    http://malikhan.wordpress.com
    Monday, July 5, 2010 5:22 PM
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    hi,

    I have tried convert lead to account and it only create new account, you can not link it to exsiting account.

    The relation between account and leads used when the leads is for new accounts, my senario is that what if the leads created is for account which already exsit, what is the best business practice?

    Thanks

    Marwa Saleh

    Monday, July 5, 2010 6:38 PM
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    While Converting the  lead, Don't select the checkboxes for "Account" & "Contact". if  you  seleect the checkboxes  means  you want to convert to a new account/contact.

    Select Opportunity and then select the Potential Customer (An Account or can be a contact as well). Here you can map the new lead to  an existing account.

    Regarding best pratices, i think a lead is a potential customer, so normally leads will be converted to account or contact (if they don't exists already). But if they exits then a lead can be converted to an opportunity.

    Now opportunity is a potential sales with the customer (an account  or  contact), then  offcourse we have quote, order and invoice against the opportunity.

    Plus A  lead can also be dis-qualifed, in case the lead is not interested.

    Muhammad Ali Khan
    http://malikhan.wordpress.com
    • Marked as answer by Marwa saleh Monday, July 5, 2010 6:54 PM
    Monday, July 5, 2010 6:44 PM
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    There is no real best practice around this. One customer I have has the rule 'If the customer is already in CRM create an opportunity of type 'lead', otherwise create a new lead. That is probably the simplest solution and teaches users to search for existing records before creating new ones.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Tuesday, July 6, 2010 1:37 AM
    Tuesday, July 6, 2010 1:37 AM