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Found 120360 threads
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0 VotesLink 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 | 4843 Views | Created by rittu123 - Friday, June 4, 2010 12:30 PM | Last reply by HIMBAP - Monday, June 7, 2010 6:13 AM
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1 Votes
Difference 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 | 16064 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 -
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 | 5377 Views | Created by Arkanan - Tuesday, February 8, 2011 8:57 AM | Last reply by Arkanan - Tuesday, February 8, 2011 10:12 AM -
0 Votes
Search Accross Leads/Opportunities/Accounts
If reports are not a viable solution, here are some links that you can research for other options.Answered | 3 Replies | 7046 Views | Created by hfaun - Thursday, July 23, 2009 2:48 PM | Last reply by Donna Edwards - Thursday, July 23, 2009 7:43 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 | 3700 Views | Created by kartik ghodasara - Thursday, May 31, 2012 12:14 PM | Last reply by Andrii Butenko - Thursday, May 31, 2012 2:41 PM -
0 Votes
During lead conversion, how does one fill in the Opportunity record with the contact from the Lead record?
On the Lead entity I put the FullName field on the form and mapped the relationship to my Sponsor field under the 1:M relationships on Lead.Answered | 4 Replies | 5193 Views | Created by Michael Karls - Tuesday, September 14, 2010 2:44 PM | Last reply by Donna Edwards - Tuesday, September 14, 2010 3:19 PM -
0 Votes
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 | 3193 Views | Created by DanielDrut - Monday, August 1, 2011 3:47 PM | Last reply by DanielDrut - Tuesday, August 2, 2011 10:57 AM -
1 Votes
Link between contacts and opportunities
Okay lets resume: You´ve entered an opportunity and linked this to a contact (customer lookup) - right?Answered | 8 Replies | 7032 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 -
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 | 4193 Views | Created by Roxana Cevallos - Tuesday, June 14, 2011 10:12 PM | Last reply by Janu_m - Tuesday, July 19, 2011 3:25 AM -
0 Votes
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 | 1254 Views | Created by Milan Beles - Monday, May 20, 2013 8:16 AM | Last reply by Payman Biukaghazadeh - Monday, May 20, 2013 8:48 AM -
0 Votes
4.0 - Convert Lead to Opportunity programatically
you can not use mapping in the context of workflows and sometime there are problem while setting the state for records.Answered | 4 Replies | 7297 Views | Created by Mike McCoy - Wednesday, April 22, 2009 8:32 PM | Last reply by JuergenBeck - Thursday, April 23, 2009 9:01 AM -
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 | 4761 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
Lead to Opportunity Conversion
Hi Guys I have a field on Leads form that is not a mandatory field.Answered | 3 Replies | 6053 Views | Created by Sukh Gill - Friday, April 16, 2010 8:23 AM | Last reply by Andrii Butenko - Friday, April 16, 2010 9:30 AM -
0 Votes
Automate creation of new lead from won opportunity
But for the record, by definition the new lead for a continuation project could be the same or different contact within the same account.Answered | 4 Replies | 2832 Views | Created by kv4t - Thursday, October 4, 2012 4:05 PM | Last reply by kv4t - Monday, October 8, 2012 7:14 AM -
1 Votes
Force Lead Conversion to Account + Contact + Opportunity
I also included a link to a post by Ronald Lemmen who always has very good advice on code development and extending CRM.Answered | 3 Replies | 7429 Views | Created by hfaun - Thursday, January 29, 2009 7:20 PM | Last reply by Donna Edwards - Monday, February 2, 2009 4:20 PM -
0 Votes
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 | 3902 Views | Created by Riaz Usmani - Wednesday, May 23, 2012 2:03 PM | Last reply by HIMBAP - Wednesday, May 23, 2012 4:41 PM -
3 Votes
How to follow a Lead all the way through to a closed Opportunity
Next question, this all works fine if I convert the Lead to a Contact, Account and Opportunity all at once from the Lead record.Answered | 7 Replies | 3638 Views | Created by Dave Courtney - Tuesday, October 4, 2011 4:30 PM | Last reply by Dave Courtney - Tuesday, October 4, 2011 8:57 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 | 4538 Views | Created by Faisal Fiaz - Tuesday, July 27, 2010 4:02 PM | Last reply by Faisal Fiaz - Wednesday, July 28, 2010 11:03 AM -
3 Votes
cannot link Accounts to leads in Dynamics
From the existing account record I was able to see the associated lead in the new Leads left tab.Answered | 7 Replies | 7559 Views | Created by Greefie - Wednesday, September 22, 2010 6:23 AM | Last reply by Neil Benson - Friday, November 26, 2010 3:56 PM -
0 Votes
CRM2011- Need a Workflow to auto convert Leads to Opportunities
Create a workflow rule that starts when the lead record is assigned.Answered | 2 Replies | 3837 Views | Created by jimmfree - Tuesday, February 7, 2012 6:09 PM | Last reply by jimmfree - Tuesday, February 7, 2012 10:20 PM - Items 1 to 20 of 120360 Next ›
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