Converting Lead to an Opportunity

Hi,

I have a strange situation here:

When we convert a lead into an opportunity, we have to specify
"Potential Customer". This field is mandatory and Lead cannot be
converted into an opportunity without selecting a potential customer.
Moreover, when I select a potential customer using lookup (or by adding
a new one), the customer gets added into Accounts.

This does not make sense to me. All I am doing is simple converting a
lead into an opportunity. It is still an opportunity and not a customer
(or account). I am not yet doing any business with them. So why should
it be added as an account?

The problem is, if I get 100 opportunities everyday, all of them will
be added into my Accounts and they will be displayed in all account
related reports and views and everywhere else.

Is there any workaround to this problem?

thanks.

John
Mon Oct 16 23:10:19 CDT 2006

You would add them as contacts. When you close the business as won you could
convert to accounts. Therefore accounts would be the companies you have
closed business with.

Alternatively you can had a default drop down on a contact be set to
prospect to identify that you have not closed business with them yet


==============================
John O'Donnell
Microsoft CRM MVP
http://www.crowechizek.com/microsoft


"vikramp" <vpuniv@gmail.com> wrote in message
news:1161031315.171785.105180@i42g2000cwa.googlegroups.com...
> Hi,
>
> I have a strange situation here:
>
> When we convert a lead into an opportunity, we have to specify
> "Potential Customer". This field is mandatory and Lead cannot be
> converted into an opportunity without selecting a potential customer.
> Moreover, when I select a potential customer using lookup (or by adding
> a new one), the customer gets added into Accounts.
>
> This does not make sense to me. All I am doing is simple converting a
> lead into an opportunity. It is still an opportunity and not a customer
> (or account). I am not yet doing any business with them. So why should
> it be added as an account?
>
> The problem is, if I get 100 opportunities everyday, all of them will
> be added into my Accounts and they will be displayed in all account
> related reports and views and everywhere else.
>
> Is there any workaround to this problem?
>
> thanks.
>