Hallo to all,
When we open an opportunity it requires to set the Potential Customer for
it. This is a look up field and you can choose an Account or a contact. Is
there a way that i can choose as a potential customer a lead? I know that the
originating lead is set in the administration tab but it is not helpful
there. I do not want to convert leads to contacts or accounts and then create
the opportunity because we use contacts for non-customer persons, accounts
for customers that we already do business with and leads are for potential
customers.

If there is a way please help!

Thank you very much.

Hi,
No, I don't think it is possible without some major workaround either using
custom entities or unsupported customizations of the aspx and possibly the
database.

If you plan to use the entities in CRM for things other than they were meant
for, try to use custom entities instead and use the default entities as they
should. This will ease your troubles.

In your case you are not using contacts as they were mean to be used and
hence a new entity for instance called "non-customer-contacts" could be
created.

Gustaf

"vaso" wrote:

Thank You Very much for your help!



"Gustaf Westerlund, Humandata, Sweden" wrote: