Hi There,
We currently have our database split between "Leads" (potential clients) and "Contact" (Clients)
My outlook contacts have hundreds of people I know and have done business with over the years.
When I want to add someone (potential client) to the CRM, I hit track, and it loads them into the CRM as a contact which doesn't work for us because we view "Contacts" as clients.
There is no way to move a Contact back to a Lead... you can only move a Lead to a contact.
Would it be possible to build into the system, the ability to direct where you would like outlook contacts to be stored in the CRM... or... build in the ability to move somebody back and forth from Lead to Contact... or Contact to Lead.
Thanks for your help.
Nigel
Comments
Hi, 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. ============================ Prashanth GanapathyRaj PM, Dynamics CRM, Microsoft ============================
Category: Unified Experience: Search, navigation and performance
Your use of Contacts exclusively for clients is not how most people use CRM, although I am certain you are not unique in doing this. Most people use Leads for unqualified, 'unchecked' data, but use Accounts / Contacts for data which has been checked, cleaned and validated as being worth dealing with for your business. So leads = suspects and contacts = prospects OR customers. This also gives the ability to have several Contacts under an Account record (if you do B2B) whereas Leads are all unrelated to one another even if they have the same company name, and are much harder to work with like this.
Category: Unified Experience: Search, navigation and performance
Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.