CRM 2013: convert lead without creating opportunity RRS feed

  • Question

  • Hi,

    Is it possible to qualify leads without creating automatic an opportunity?

    We only need to create an account and contact when clicking on qualify.


    Thursday, November 28, 2013 11:06 AM

All replies

  • Hi,

    You could write Pre-Create plugin on opportunity entity to prevent opportunity creation.

    You could check Originating Lead attribute to ensure that opportunity is creating from lead.

    If Originating Lead column contains value then throw InvalidPluginExecutionException.

    Make sure to register your plugin on Pre-Validation stage (out side database transaction).

    I have not tried this but would suspect to work.

    Hope this helps. If you get answer of your question, please mark the response as an answer and vote as helpful !!!
    Vikram Singh. !!!  My Blog

    • Edited by _Vikram Thursday, November 28, 2013 12:13 PM
    Thursday, November 28, 2013 12:12 PM
  • No it is unfortunately not. You can delete the Opportunity using a workflow. I have to admit the process from going from Lead to Opportunity automatically after qualifying makes it an uglier process.
    Thursday, November 28, 2013 12:15 PM
  • And is it possible to be "redirected" to the account or contact form instead of the "new opportunity"?
    Thursday, November 28, 2013 12:39 PM
  • You can't, but in order to not make the trip to the Opportunity page useless you could have a subgrid in the Opportunity form that users see immediately that displays the new contact or account you just created.

    If you're looking to go through the JS route, then I would hide all sections on a form and place the subgrid or the Lookup fields of both account and contact right at the very top along with a message saying "Account or Contact Created".

    It's a crankier system but for true CRM systems this is typically the process. What you're trying to do is something more XRM.

    Thursday, November 28, 2013 1:16 PM