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0 Votesconvert 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 | 7370 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
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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 Lead ...Answered | 3 Replies | 4650 Views | Created by Hussain Saffar - Sunday, May 23, 2010 6:38 AM | Last reply by Mayank Pujara - Monday, May 24, 2010 8:20 AM -
0 Votes
CRM 4.0 converting a contact to a lead
As the guys above mentioned, you cannot convert a contact to a lead out-of-the-box, because the flow goes the other way around.Answered | 3 Replies | 6596 Views | Created by rubynow - Monday, August 30, 2010 6:23 PM | Last reply by Jakub (kuba) Skalbania - Monday, August 30, 2010 8:30 PM -
2 Votes
Convert a contact to a lead in Dynamics CRM
I call mine "Contact Export" 2) Drag drop your the Contacts to be converted to leads into the Folder 3) ...Answered | 8 Replies | 17418 Views | Created by brentski67 - Tuesday, February 22, 2011 9:39 PM | Last reply by Chris SCI - Thursday, May 7, 2015 10:14 PM -
0 Votes
convert Sub lead to Sub Contact
Why not convert lead to a contact/account/opportunity before adding information about sub-contacts.Answered | 1 Replies | 7065 Views | Created by v pavan rao - Friday, March 5, 2010 2:12 PM | Last reply by Hassan Hussain - Friday, March 5, 2010 3:27 PM -
0 Votes
Convert Lead has Contact and Account disabled
If the Convert button is still available, my guess is that you do not have rights to convert the particular Lead to an Account or Contact.Answered | 3 Replies | 6513 Views | Created by Almost99 - Friday, March 13, 2009 9:25 PM | Last reply by Donna Edwards - Sunday, March 15, 2009 3:56 PM -
0 Votes
Converting / qualifying leads to only contacts in polaris
Processing opportunities created after qualifying leads on the new User Experience forms in Microsoft Dynamics CRM Jason Lattimer My ...Answered | 1 Replies | 1068 Views | Created by SirJay - Thursday, May 23, 2013 12:34 AM | Last reply by JLattimer - Thursday, May 23, 2013 2:09 AM -
1 Votes
lead contact
I have one more problem, when I convert the lead into an account I lose all my contacts for the current lead.What can I do to transfer the contacts to the account ...Answered | 10 Replies | 7583 Views | Created by Cosminc - Friday, May 8, 2009 8:33 AM | Last reply by riamyours - Friday, December 3, 2010 10:48 AM -
1 Votes
Mapping attributes from "leads" to "contacts" when converting the lead in 4.0
Lead industry is already mapped to Account industry out of the box.Answered | 1 Replies | 6443 Views | Created by jzapko14 - Friday, July 31, 2009 8:25 PM | Last reply by Frank Lee CRM MVP - Friday, July 31, 2009 8:55 PM -
4 Votes
converting bulk leads into Account / contact in CRM 2011
If you have an idea about SDK. you could run qualifyleadrequest and could convert your all leads to Account and contacts.Answered | 4 Replies | 5235 Views | Created by CRM elite - Friday, July 6, 2012 5:41 PM | Last reply by Devashish Bajpai - Thursday, July 12, 2012 4:30 PM -
0 Votes
Using a workflow to convert a lead and create an account and contact
Would something like this work for the Contact?Answered | 2 Replies | 2601 Views | Created by Jason Trylo - Wednesday, November 21, 2012 5:41 PM | Last reply by Jason Trylo - Wednesday, November 21, 2012 7:06 PM -
2 Votes
Import Outlook Contacts as Leads
You cannot directly convert a contact from outlook into a lead.Answered | 8 Replies | 7521 Views | Created by PuneetBhasin - Tuesday, May 19, 2009 10:30 PM | Last reply by Leon Tribe - Sunday, May 24, 2009 8:17 PM -
0 Votes
Converting Lead
This way all activities created when the record was of status general enquiry would remain associated with the Lead record and will rollup to the opporutnity and account ...Answered | 5 Replies | 6364 Views | Created by Gagandeep.Singh - Sunday, June 28, 2009 5:24 PM | Last reply by Hassan Hussain - Wednesday, July 1, 2009 2:14 PM -
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ContactId on Converted Lead
It gets all the activities from child accounts, contacts, opportunities, but all (1) parent Leads.Answered | 1 Replies | 3331 Views | Created by Andrew B Schultz - Monday, January 23, 2012 5:42 PM | Last reply by Adam Vero - Saturday, February 25, 2012 3:09 PM -
0 Votes
seclib::CheckPrivilege when converting lead to contact
Also, ensure the Lead status is active and not Qualified or Disqualified.Answered | 5 Replies | 5319 Views | Created by EddiRaeM - Friday, July 30, 2010 3:15 PM | Last reply by Donna Edwards - Monday, August 2, 2010 7:29 PM -
0 Votes
Multiple Leads to Contacts via Code
I would convert 1 of the 3 leads to a contact (just contact).Answered | 3 Replies | 4890 Views | Created by crm40 - Monday, October 5, 2009 10:47 AM | Last reply by mardukes - Tuesday, October 6, 2009 2:31 PM -
1 Votes
Convert Lead To Account
The lead's statecode will be Qualified once it has been converted, although an account/contact/opp does not have to be created for the lead to be ...Answered | 1 Replies | 6059 Views | Created by IamaNovice - Monday, March 29, 2010 6:12 PM | Last reply by Richard M. Riddle - Monday, March 29, 2010 7:25 PM -
1 Votes
Importing Lead Notes into Account, Contact etc during Converting Lead
Here is the code of a plugin which copies notes ant attaches from lead to contact when contact is created.Answered | 4 Replies | 6506 Views | Created by Michael Karls - Thursday, August 5, 2010 2:38 PM | Last reply by Michael Karls - Thursday, August 5, 2010 9:12 PM -
0 Votes
Convert Lead Dialog box
I thought of removing that only while converting.Answered | 6 Replies | 5235 Views | Created by IamaNovice - Saturday, April 24, 2010 1:23 AM | Last reply by Mayank Pujara - Monday, April 26, 2010 7:12 PM -
0 Votes
Converting Lead programatically
Pls see the link below: http://ronaldlemmen.blogspot.com/2008/09/convert-lead-to-contact-account-andor.html Hope this will help.Answered | 1 Replies | 4873 Views | Created by Divya Sekaran - Thursday, July 22, 2010 3:44 AM | Last reply by Ranjitsingh R - Thursday, July 22, 2010 3:59 AM - Items 1 to 20 of 69507 Next ›
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