This request is based on case# 113070410564152 reported by CEC.
Currently a lead is automatically converted to account, contact and opportunity when we qualify the lead.
The customer would like to choose whether or not to convert it to opportunity.
Comments
It's already done on 2020 Wave1
Category: Account, Contact, Calendar and Activity Management
Another one that should be linked to master item 788842
Category: Account, Contact, Calendar and Activity Management
Thank you for the comment. I voted them up.
Category: Account, Contact, Calendar and Activity Management
Either of these two items already discuss this need, please vote them up! https://connect.microsoft.com/dynamicssuggestions/feedback/details/788842/ https://connect.microsoft.com/dynamicssuggestions/feedback/details/779260/
Category: Account, Contact, Calendar and Activity Management
Thank you for your feedback. Currently this is not in our immediate roadmap, however, we are tracking it and if we indeed get more feedback and votes, we may consider it in future.
Category: Account, Contact, Calendar and Activity Management
Thank you for your feedback. Currently this is not in our immediate roadmap, however, we are tracking it and if we indeed get more feedback and votes, we may consider it in future.
Category: Account, Contact, Calendar and Activity Management
Paramita Chatterjee (administrator) on 8/13/2020 5:03:35 AM
Thank you for your feedback. We released this feature as part of 2019 Release Wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/qualify-lead-convert-opportunity-sales
Sincerely,
Paramita Chatterjee
PM, Microsoft.