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Found 86646 threads
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0 VotesMultiple Leads to Contacts via Code
I would convert 1 of the 3 leads to a contact (just contact).Answered | 3 Replies | 4836 Views | Created by crm40 - Monday, October 5, 2009 10:47 AM | Last reply by mardukes - Tuesday, October 6, 2009 2:31 PM
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2 Votes
Convert a contact to a lead in Dynamics CRM
It automatically takes an Outlook Contact and creates a CRM Contact then syncs the two records to keep mapped fields updated.Answered | 8 Replies | 17297 Views | Created by brentski67 - Tuesday, February 22, 2011 9:39 PM | Last reply by Chris SCI - Thursday, May 7, 2015 10:14 PM -
1 Votes
lead contact
MS CRM - lead Old system's leads with contacts -> MS CRM - account, status: "potential customer" With this logic in mind, no ...Answered | 10 Replies | 7402 Views | Created by Cosminc - Friday, May 8, 2009 8:33 AM | Last reply by riamyours - Friday, December 3, 2010 10:48 AM -
0 Votes
Convert Lead to Account\Contact
as Robert correctly suggested create fields in Leads/Accounts/Contacts and then map them in relationship mapping fields) and then will automatically get populated when ...Answered | 3 Replies | 4647 Views | Created by Hussain Saffar - Sunday, May 23, 2010 6:38 AM | Last reply by Mayank Pujara - Monday, May 24, 2010 8:20 AM -
1 Votes
Set-up as Lead or Contact entities?
Yes, I do use Accounts - all of my "Contacts" are associated with an Account.Answered | 6 Replies | 4056 Views | Created by LMM659112 - Wednesday, June 15, 2011 4:20 PM | Last reply by LMM659112 - Thursday, June 16, 2011 1:17 PM -
1 Votes
Related entities to lead, conversion to Contacts
Create a N:1 with Lead and Contact. i.e.Answered | 4 Replies | 5102 Views | Created by René Vroemen - Friday, February 6, 2009 12:26 PM | Last reply by Hassan Hussain - Friday, February 6, 2009 2:30 PM -
0 Votes
Can we directly deal with Contacts and not leads?
Opportunities can be associated with contacts.Answered | 5 Replies | 748 Views | Created by pavanperi - Wednesday, May 7, 2014 6:43 PM | Last reply by pavanperi - Thursday, May 8, 2014 8:25 PM -
2 Votes
Import Outlook Contacts as Leads
If your outlook contains information that is not in MS CRM and you would like to move this information into the leads entity, you can export your Outlook contacts into a ...Answered | 8 Replies | 7473 Views | Created by PuneetBhasin - Tuesday, May 19, 2009 10:30 PM | Last reply by Leon Tribe - Sunday, May 24, 2009 8:17 PM -
3 Votes
Same contact info for multiple leads
I cannot think of a way for CRM to automatically know which leads should have the same information.Answered | 3 Replies | 3435 Views | Created by mike.petersen - Friday, July 29, 2011 9:12 PM | Last reply by mike.petersen - Monday, August 1, 2011 12:38 PM -
2 Votes
Multiple Owners for Accounts, Leads, Contacts
You know that you can share accounts, contacts, ... but maybe you want to do more than just sharing.Answered | 3 Replies | 7319 Views | Created by CV98 - Friday, October 8, 2010 3:48 PM | Last reply by Andrii Butenko - Saturday, October 9, 2010 8:46 AM -
0 Votes
Lead Topics with more than 1 contact
Each Contact is stored on a separate Lead row.Answered | 14 Replies | 8419 Views | Created by J Wagner - Saturday, April 10, 2010 8:04 PM | Last reply by J Wagner - Monday, September 19, 2011 2:50 PM -
0 Votes
I need Emails to update "Contacted" field in Leads
Hello, I need to be able to create a workflow that will update the Lead status to Contacted whenever an email is associated with that Lead.Answered | 1 Replies | 868 Views | Created by NSackin - Tuesday, September 2, 2014 12:35 PM | Last reply by RuneDaub - Tuesday, September 2, 2014 2:33 PM -
0 Votes
convert lead to contact and account
Hi Pavan, You could create an out of the box workflow to convert a lead to an account/contact.Answered | 1 Replies | 7355 Views | Created by v pavan rao - Thursday, January 7, 2010 1:16 PM | Last reply by Alex Fagundes - PowerObjects - Friday, January 8, 2010 3:47 AM -
1 Votes
Global search on leads and contacts
there are some links in Advanced Find between Contacts and the Originating Lead.Answered | 8 Replies | 7470 Views | Created by Uwe Braunholz - Thursday, March 19, 2009 8:48 AM | Last reply by Adam Vero - Sunday, June 12, 2011 10:03 AM -
2 Votes
Import Alternate Contacts from Custom Lead fields
Create a workflow on contact. check if the originatinglead field has value and custom field/fields of the originating lead has values and create a new contact ...Answered | 2 Replies | 3522 Views | Created by Aryn Gessel - Thursday, July 21, 2011 3:35 PM | Last reply by Amreek Singh - Friday, July 22, 2011 5:50 AM -
0 Votes
Records in Queue Automatically Creating a Lead in CRM 2011 Online
See : If the sender of an email is not known to CRM (coming from non-CRM entity record to a CRM record like queue), there is an option to automatically ...Answered | 8 Replies | 9061 Views | Created by Meghan Deaver - Friday, April 29, 2011 1:10 PM | Last reply by Ravindra R Upadhya [MSFT] - Sunday, January 15, 2012 7:20 AM -
1 Votes
Why to/regarding in opportunity allows to select contact/lead?
Hi, Accounts, contacts and leads all are 'addressable' in that they have an email address associated with them - this is why they can all be included in ...Answered | 1 Replies | 2694 Views | Created by WPF_Dev - Thursday, April 19, 2012 7:26 PM | Last reply by Scott Durow (MVP) - Thursday, April 19, 2012 7:39 PM -
1 Votes
Depulicating leads and accounts / contacts
You can set up a duplicate detection rule, for example on the lead company and account name field, that can be used to run a duplicate detection job.Answered | 3 Replies | 6755 Views | Created by andyb_68 - Friday, February 19, 2010 5:04 PM | Last reply by Neil Benson - Tuesday, February 23, 2010 2:28 PM -
0 Votes
Automatically associate contact to a lead
However, if it's an N:1 relationship, you just need to find on the Contact the Leads lookup value that is related to that Associated Contacts ...Answered | 6 Replies | 1085 Views | Created by dcurran06 - Monday, February 16, 2015 3:28 PM | Last reply by Wayne Walton - Monday, February 16, 2015 8:19 PM -
0 Votes
CRM 4.0 converting a contact to a lead
If you refer to a lead as a chance to sell something to your existing contact (I understood so), you should create an opportunity for that contact.Answered | 3 Replies | 6584 Views | Created by rubynow - Monday, August 30, 2010 6:23 PM | Last reply by Jakub (kuba) Skalbania - Monday, August 30, 2010 8:30 PM - Items 1 to 20 of 86646 Next ›
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