- Primary Contact for Opportunity
- Posted by Voni on June 27th, 2005
Hi,
The Opportunity record does not contain a Primary Contact.
Could someone explain the logic behind this one? It is a major issue for a
customer. They have multiple Contacts for Companies. An Opportunity is
associated with a specific contact within a company.
When a Contact, Account, and Opportunity are created from a Lead using the
Convert Lead function, the contact information is nowhere to be found in the
Opportunity record. It doesn't even show under Other Contacts.
The Opportunity record does have a link to the Account record - which does
contain a primary contact for the Account---but---the primary contact for the
Account is not necessarily the primary contact for the Opportunity. This
becomes a bigger issue for an Opportunity created for an existing customer.
Is there a work around, or am I missing something?
- Posted by Matt Parks on June 27th, 2005
If you need the Oppy associated with a specific Contact, then it should be
created off the Contact and not the Account. I agree that the way the Convert
handles this is not desired, but that's the out of the box functionality.
Matt Parks
MVP - Microsoft CRM
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On Mon, 27 Jun 2005 10:56:13 -0700, "Voni" <Voni@discussions.microsoft.com>
wrote:
Hi,
The Opportunity record does not contain a Primary Contact.
Could someone explain the logic behind this one? It is a major issue for a
customer. They have multiple Contacts for Companies. An Opportunity is
associated with a specific contact within a company.
When a Contact, Account, and Opportunity are created from a Lead using the
Convert Lead function, the contact information is nowhere to be found in the
Opportunity record. It doesn't even show under Other Contacts.
The Opportunity record does have a link to the Account record - which does
contain a primary contact for the Account---but---the primary contact for the
Account is not necessarily the primary contact for the Opportunity. This
becomes a bigger issue for an Opportunity created for an existing customer.
Is there a work around, or am I missing something?
- Posted by Dave Carr (dave- no spam-@vscrm.com on June 27th, 2005
To add a bit to Matt's reply. When you convert a lead, you create a new
opportunity, and can either (a) select an existing contact to link it
to (b) select an existing account to link it to (c) create a new
contact record, which will be linked to the opportunity, or (d) create
a new contact AND a new account. Unfortunately this is the usual case,
and CRM defaults to linking the opportunity to the account.
Your solutions are to (1) link opportunities to contacts, either by
only creating a new contact (c above), or (2) creating both the contact
and the account (d), and then opening the opportunity (check the box on
the convert form that lets you do so) and changing the owner to the
contact immediately.
The good news about doing (2) is that if an opportunity is linked to a
contact that is also linked to an account, the opportunity will show up
on both the contact and the account grids. (Unfortunately, this will
only cascade one level up, i.e. it will not show up on parent accounts.
It also doesn't work for cases created in this manner...)
HTH,
Dave
-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Main #: 971-327-6944
To download a fully functional trial version of VAST, the Visionary
Audit System Tools for Microsoft CRM, visit
http://www.vscrm.com/trial.htm
Partners, be sure to come by booth #806 at the WPC to see our new VAST
Insights historical data query tool in action!
- Posted by Voni on June 28th, 2005
Hi Dave and Matt,
Our customer does want the Opportunity linked to the company record, but
also needs to have the contact information available to them. On the
Administrative page there is a link to the lead record, but not the contact
created.
I tried to map from the lead record to the opportunity record the Contactid.
It wasn't successful, so tried from the contact record to the Opportunity
record....still not right.
Can I just add to the Opportunity mapping or schema the contactid, and show
it in the opportunity screens?
"Dave Carr (dave- no spam-@vscrm.com" wrote:
- Posted by Matt Parks on June 29th, 2005
You aren't going to get the stock app to do what you want it to do. If you
really need this, then you need to look into the SDK to see how you might
acccomplish it there, but I think you are in for a lot of rad blocks.
Why does the client insist on the Oppy being tied to the Account? Having it
tied to the Contact is the designed solution for this.
Matt Parks
MVP - Microsoft CRM
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On Tue, 28 Jun 2005 12:48:01 -0700, "Voni" <Voni@discussions.microsoft.com>
wrote:
Hi Dave and Matt,
Our customer does want the Opportunity linked to the company record, but
also needs to have the contact information available to them. On the
Administrative page there is a link to the lead record, but not the contact
created.
I tried to map from the lead record to the opportunity record the Contactid.
It wasn't successful, so tried from the contact record to the Opportunity
record....still not right.
Can I just add to the Opportunity mapping or schema the contactid, and show
it in the opportunity screens?
"Dave Carr (dave- no spam-@vscrm.com" wrote:
