quote/lead/account question

Our sales model is such that one or more quotes are presented in order to
'win' the account. They would prefer to not convert a lead/opportunity to an
account until a Quote is accepted. It looks like CRM requires an account in
order to create a quote, using that model they would have numerous accounts
in the system that are not really accounts? Am I missing how this should flow
in CRM? does anyone have a better suggestion. I'm considering adding a custom
field to the account entity to indicate if the account is 'closed' and try
filtering a number of views.

Help...

Cozy
Wed Jul 26 15:15:36 CDT 2006

Phil

Just use the existing relationship type field on the account with a valaue
of 'Prospect' for instance. Then use this to filter the views of Accounts.
Update the field when the quote is won or lost as required.

Cozy


"Phil" <Phil@discussions.microsoft.com> wrote in message
news:F827C7D0-2DD0-471D-A7B6-8A5CBC694272@microsoft.com...
> Our sales model is such that one or more quotes are presented in order to
> 'win' the account. They would prefer to not convert a lead/opportunity to
> an
> account until a Quote is accepted. It looks like CRM requires an account
> in
> order to create a quote, using that model they would have numerous
> accounts
> in the system that are not really accounts? Am I missing how this should
> flow
> in CRM? does anyone have a better suggestion. I'm considering adding a
> custom
> field to the account entity to indicate if the account is 'closed' and try
> filtering a number of views.
>
> Help...