Lead Opportunity

Hello,

We are using MS CRM and it is working great. There is one thing we can not
work around, unable to assign a Opportunity to a Lead. Is there any
modification that we can do to perform this? The reason I ask is because we
only want Active Customers in our Accounts/Contacts section, and leave all
Leads/Prospects/Potential customers in Leads. It would be nice if there was a
third account type called Prospect or Potential Customer, this isn't quite an
Account, but is further along than a Lead. Yes I know the drop-down under
Account has various different items like 'Potential' and 'Customer, but that
would get confusing.

Any ideas or are we just out of luck?

Thanks,
Tareef

imumar
Thu Sep 20 15:44:17 PDT 2007

Hi Tareef,
You cannot directly relate opportunities with leads but you may create a
custom entity and than realate that entity with both oppty and lead to make
the relationship.

Another option can be to create a new custom entity for the purpose of
opportunity instead of using opportunity entity itself.

I will prefer creating a new custom entity for leads. When lead gets mature,
convert it to account and than create opportunity with it.
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uMar Khan
Email for direct contact: imumar at gmail dot com


"Tareef A." wrote:

> Hello,
>
> We are using MS CRM and it is working great. There is one thing we can not
> work around, unable to assign a Opportunity to a Lead. Is there any
> modification that we can do to perform this? The reason I ask is because we
> only want Active Customers in our Accounts/Contacts section, and leave all
> Leads/Prospects/Potential customers in Leads. It would be nice if there was a
> third account type called Prospect or Potential Customer, this isn't quite an
> Account, but is further along than a Lead. Yes I know the drop-down under
> Account has various different items like 'Potential' and 'Customer, but that
> would get confusing.
>
> Any ideas or are we just out of luck?
>
> Thanks,
> Tareef