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1 VotesDifference between Lead and Opportunity?
Hi, Thanks for your valuable information now i got clearly what is the difference between lead and opportunity.Answered | 6 Replies | 16389 Views | Created by Chandra Shekar Palugula - Wednesday, August 8, 2012 6:57 AM | Last reply by Chandra Shekar Palugula - Thursday, August 9, 2012 9:00 AM
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0 Votes
opportunity in leads?
Hello, as standard in Dynamics CRM, a lead gets converted into an opportunity, so a lead doesn't have opportunities.Answered | 2 Replies | 5409 Views | Created by Arkanan - Tuesday, February 8, 2011 8:57 AM | Last reply by Arkanan - Tuesday, February 8, 2011 10:12 AM -
0 Votes
Link Lead and Opportunity
Hi Rittu123, As you said you are trying to convert lead to opportunity in custom way, so at that time you can set "originatingleadid" through code, it's ...Answered | 5 Replies | 4939 Views | Created by rittu123 - Friday, June 4, 2010 12:30 PM | Last reply by HIMBAP - Monday, June 7, 2010 6:13 AM -
4 Votes
what is the difference between a Case, incident and lead ?
Hi Rodniko, In simple statement, difference between Lead and Case is, in the functional view is, Step One: In an Organization or ...Answered | 3 Replies | 7465 Views | Created by rodniko - Monday, April 16, 2012 10:58 AM | Last reply by Pavan Kumar Lanka - Monday, April 16, 2012 1:16 PM -
4 Votes
Lead Opportunity Conversion Ratio.
If this assumption cannot be made what you can do is create a 1:N from Opportunity to Lead i.e. going the other way, create a workflow to populate this lookup when the ...Answered | 4 Replies | 3791 Views | Created by kartik ghodasara - Thursday, May 31, 2012 12:14 PM | Last reply by Andrii Butenko - Thursday, May 31, 2012 2:41 PM -
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Lead topic is not copies to opportunity
Hi, I do not know what exactly your workflow does, but the built in logic of CRM sets a mapping on the lead to map some of the fields from lead to ...Answered | 1 Replies | 1336 Views | Created by Milan Beles - Monday, May 20, 2013 8:16 AM | Last reply by Payman Biukaghazadeh - Monday, May 20, 2013 8:48 AM -
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Search Accross Leads/Opportunities/Accounts
I guess one challange might be that there are different types or records, i.e. accounts, leads, and opportunities.Answered | 3 Replies | 7109 Views | Created by hfaun - Thursday, July 23, 2009 2:48 PM | Last reply by Donna Edwards - Thursday, July 23, 2009 7:43 PM -
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4.0 - Convert Lead to Opportunity programatically
when the lead was updated with "Approval" marked as "approved", create a new oppty based on this lead.Answered | 4 Replies | 7383 Views | Created by Mike McCoy - Wednesday, April 22, 2009 8:32 PM | Last reply by JuergenBeck - Thursday, April 23, 2009 9:01 AM -
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Lead to Opportunity Conversion
Hi Guys I have a field on Leads form that is not a mandatory field.Answered | 3 Replies | 6113 Views | Created by Sukh Gill - Friday, April 16, 2010 8:23 AM | Last reply by Andrii Butenko - Friday, April 16, 2010 9:30 AM -
1 Votes
Link between contacts and opportunities
Now you´ve entered a lead with the same email address and crm is not giving a warning message that this contact already exists - right?Answered | 8 Replies | 7087 Views | Created by SQL_4_Me - Friday, January 8, 2010 8:29 PM | Last reply by Carsten Groth _MSCRM_ - Friday, January 8, 2010 10:07 PM -
1 Votes
Microsoft Dynamics CRM Online - Lead and Opportunities
Import them into Leads.Answered | 3 Replies | 4993 Views | Created by Lokesh S - Wednesday, June 15, 2011 12:11 PM | Last reply by Jerry Weinstock - CRM Innovation - Tuesday, June 21, 2011 1:43 PM -
0 Votes
Automate creation of new lead from won opportunity
We've defined lead a bit differently but I don't see it far enough from your definition in a way that it affects the case.Answered | 4 Replies | 2904 Views | Created by kv4t - Thursday, October 4, 2012 4:05 PM | Last reply by kv4t - Monday, October 8, 2012 7:14 AM -
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Qalifying leads to opportunities - activities not converting
Activities should be in the Closed Activities list when you have Opportunities set to "Regarding Entities".Answered | 2 Replies | 3244 Views | Created by DanielDrut - Monday, August 1, 2011 3:47 PM | Last reply by DanielDrut - Tuesday, August 2, 2011 10:57 AM -
0 Votes
From Lead pass the client to opportunity.
Thanks Janu The solution was: Having the workflow in the Contact or Account entities, not from LEAD, because the opportunity just references to the client (contact ...Answered | 3 Replies | 4305 Views | Created by Roxana Cevallos - Tuesday, June 14, 2011 10:12 PM | Last reply by Janu_m - Tuesday, July 19, 2011 3:25 AM -
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how to Coppied Qualify Lead Activities into contact and opportunity
you need to write plugin on QulifyLead, you can find out all activitis of lead and create them to opportunity.Answered | 5 Replies | 3986 Views | Created by Riaz Usmani - Wednesday, May 23, 2012 2:03 PM | Last reply by HIMBAP - Wednesday, May 23, 2012 4:41 PM -
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Convert Leads to Accounts without creating an Opportunity?
Hi SandLapper, You could give by using Security Roles with create none to Opportunity.Answered | 3 Replies | 1402 Views | Created by SandLapper - Sunday, March 31, 2013 11:58 PM | Last reply by SandLapper - Monday, April 1, 2013 5:25 PM -
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 the 'To'.Answered | 1 Replies | 2753 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
Open only Opportunity window on Lead Qualify
Alternatively you could attempt to hack the following page in CRM [http://[yourcrm]/SFA/Leads/Dialogs/conv_lead.aspx] to make the dialogue only call script to open the Opportunity as ...Answered | 6 Replies | 4833 Views | Created by Vallala - Tuesday, June 7, 2011 7:02 AM | Last reply by P McQ - Tuesday, June 7, 2011 10:33 AM -
0 Votes
Taking Custom field from Lead to Opportunities when converting
create the exact same fields on the opportunity record and map the fields from the Lead record to the Opportunity record.Answered | 3 Replies | 6645 Views | Created by ThunderSon - Wednesday, May 13, 2009 11:41 AM | Last reply by Roman Delaveaux - Wednesday, May 13, 2009 12:01 PM -
0 Votes
Change opportunity customer lookup to Contact on conversion of Lead.
You could establish a Workflow that triggers on the creation of a new Opportunity.Answered | 2 Replies | 4672 Views | Created by Faisal Fiaz - Tuesday, July 27, 2010 4:02 PM | Last reply by Faisal Fiaz - Wednesday, July 28, 2010 11:03 AM - Items 1 to 20 of 81708 Next ›
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