- Create an opportunity from a lead
- Posted by John Koziaris on April 6th, 2004
Hi.
I am a new user to CRM.
When creating an opportunity from a lead, do you need to create an account
and contact?
If find that if I don't I lose all the customer's details in the lead.
I need some basic information of the lead process.
John
- Posted by Agnes Mullen on April 7th, 2004
Yes, check the boxes for each. The process is thoroughly
non-intuitive (why would we spend all that time entering
data only to have to enter it again?) but that appears to
be the way to retain your data.
A
- Posted by John O'Donnell on April 7th, 2004
you can either create the contact etc or use an existing one
"John Koziaris" <john@alltasks.com.au> wrote in message
news:eXlVJUCHEHA.1720@tk2msftngp13.phx.gbl...
- Posted by Matt Parks on April 7th, 2004
Because a Lead may turn out to be assocaited with an existing record in your
database. This way, you have the choice instead of the system creating
duplicate Accounts or Contacts.
Matt Parks
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On Tue, 6 Apr 2004 17:20:28 -0700, "Agnes Mullen"
<anonymous@discussions.microsoft.com> wrote:
Yes, check the boxes for each. The process is thoroughly
non-intuitive (why would we spend all that time entering
data only to have to enter it again?) but that appears to
be the way to retain your data.
A
